Virtual Meeting on Virtual Meetings

It’s encouraging that across our country, there is now widespread adherence to principles of social distancing to slow the spread of covid-19.  But, of course, this comes at a cost to our economy, our own and our clients' businesses. For many of us in the advisory business, the good news is that virtual meetings can make it a lot easier for us to continue to serve our clients at a time where they need us more than ever.

At XPX, we have been frequent users of virtual meetings. In fact, many of our regular Chapter meetings will be moved on line in the coming months. To get ready for our own virtual meetings and to help our community increase its skills and knowledge, we’ve decided to host a “virtual meeting on virtual meetings” and will probably continue them weekly for the foreseeable future.

If you're already using virtual meetings, please join us for Part ! and share. Less experienced users, stay on the line for Part 2 and we'll help you come up the learning curve. 

Part 1 - Strategy (for both advanced and newer users):

• How advisors are using virtual meetings in their practice
• Best practices for virtual meetings

Part 2 - Tactics (for newer users): 

• Help with your set up and choosing platforms
• Learn how to share your camera and look your best
• Practice sharing your screen, increasing interaction with attendees, creating breakout groups

This session is for all experience levels. No judgement. We want to help lift everyone's game so we can better serve our clients and communities. Please let me know if you have any issues/questions that you want to address.  Mary Adams