Better client video calls with these 3 tools
Video conferencing is growing in popularity for Financial Planners, for a whole raft of reasons.
It saves a great deal of time, for both you and your client.
Rather than sitting in traffic, or fighting your way across town on public transport, you can connect with each other instantly.
It’s arguably a lot better for the environment than flying around the region or country, attending face-to-face meetings.
And the ability to see your face, rather than just hear your voice, is crucial when it comes to building and maintaining trust.
We think client video calls will quickly become the norm for Financial Planners. In fact, it’s how we do 95% of our ‘meetings’ now at Bamford Media.
To get the best possible result from client video calls, you need the right tools. Here are 3 tools we recommend for better video calls.
Sure, you could use the webcam built-in to your laptop, but the picture quality is likely to be lousy.
Plugging an external webcam into your PC or Mac via a USB cable will give you a much better video resolution.
Our favourite is the Logitech C920. This webcam offers 720p video quality and really accurate auto focus, to keep your face in focus during the call.
With crystal clear video, you need rich sound to complete the experience.
There’s two bits of kit we recommend here.
The first is the Focusrite Scarlett Solo. This USB audio interface sits between your PC or Mac and headset, giving you volume control and a really clean sounding pre-amp to enrich your voice.
Plugged into this goes the Audio Technica BPHS1. This is a broadcast series stereo headset, with noise cancelling mic and comfortable headphones.
Buying this audio interface and broadcast headset is a little pricier than opting for say a Skype USB headset, but the sound quality is degrees better.
You can also use this kit for podcasting and presenting webinars, so it serves multiple purposes.
Great video and audio is worth little without great lighting.
When speaking to your clients on a video call, it’s important your face is evenly lit.
One option is to sit facing a window, but (depending on the weather) this can result in periods of harsh sunlight or dull overcast lighting.
In order to control the lighting, we like to use a ring light. These are popular with beauty vloggers on YouTube, as they create an appealing reflection of circular light in your pupils, making your eyes really ‘pop’. Trust us on this, that’s a good thing.
With a little money spent on video, audio and lighting, you can take your client video calls from zero to hero.
Getting these basics right is a worthwhile investment in your brand.
Your clients will appreciate the difference and, done well, a video call using this kit is easily comparable to being present in their sitting room.