401(k)-Marketing_logo_2020_R.png
We are passionate about marketing successful retirement plan advisors and TPAs.

401(k) Marketing

121 Broadway

Suite 540

San Diego, CA 92101

(401) 400 - 3199

  • LinkedIn Social Icon
  • Twitter Social Icon
  • Facebook Social Icon
Curious? Set up an introduction call today!

401(k) Marketing, LLC is not in the business of providing legal advice with respect to ERISA or any other applicable law. The materials and information do not constitute, and should not be relied upon as, legal advice. The materials are general in nature and intended for informational purposes only. All content, including any brochures or other materials designed for potential use with plan sponsors, fiduciaries, and plan participants, must be reviewed and approved by the compliance and legal department(s) of the Financial Professional and/or Third Party Administrators firm prior to any use to confirm that they meet the firm’s legal and compliance policies and standards. The Financial Professional, Third Party Administrator,  and his/her firm are solely responsible for the use of content and any materials included herein, and for ensuring that all services provided by the Financial Professional and Third Party Administrators conform to the firm’s legal and compliance policies and standards.

How to Have a Great Video Conversation



In the blink of an eye, we went from lighthearted face-to-face chats to 6-feet of basic separation, from boardroom meetings to strictly video-only conversations. For most of us, this is a new way of communicating.


It can be awkward. There are delays, weird pauses, everyone talking at once, cats dancing across keyboards, dogs barking, kids running up to the screen to say “Hiiiiiii” -- it’s WFH jungle.


It’s going to take some time for all of us to adjust to our new surroundings. To help you enhance your video conversations, here are few best practices.


Get your home office camera ready

Take a look around your office. Are there any areas that could use some spring cleaning? A stack of paper, dusty lamp, cereal bowl, anything could be a visual distraction. Then simply, clean it up.


Let there be light

Many home offices are in a back room. Sometimes there is a window. If so, is the light flattering? Generally, you want to face the light, which will illuminate your face. If your back is to the window, it could cast dark shadows. If your desk is against a wall, maybe it’s time to reorganize your office and find a new desk placement to look your absolute best. If you don’t have a window, check your lights and make sure you have the right bulbs to highlight your beautiful smile.


Work your angles

Most laptops have a camera, but is that the only option? If it is, no worries, use what you have. Sit up straight, look at the camera and be yourself. If you have an opportunity to use a video conferencing kit, position the camera towards your face and adjust up and down for best placement.


Someone is always watching

If you were in a face-to-face meeting, would you have your phone on the table? Would you be check your email? While these sound funny, a lot of times people forget that others can see you. It doesn’t sound like much, but if you see someone on your team on their phone, gently remind them that you can see them.


Be flexible

Sometimes technology just doesn’t work. Whether it is the audio, video, screen share -- or all of it. More people are WFH than ever before and more are on the internet than ever in history. At this time, everyone understands. Everyone is trying to accommodate. If things aren’t going well on the call, use this grace period and kindly ask to reschedule. These circumstances are hectic and everyone has sympathy for these business interruptions. Hey, we’re all just trying to get through this together and stay sane doing it.


Even with physical isolation, we can still come together. Video conference is a blessing and a clear reminder that we are all connected. Use these tips to help enhance your conferencing skills. Hope you have great video conversations!


Know more ways to improve video conferencing? Please share your insights and experience within the comments.


Thanks for reading and Happy Marketing!

About 401(k) Marketing

We believe the retirement plan industry can do better. Our clients are the best professional retirement plan advisors and TPAs in the business. They care deeply about saving America’s retirement future. We are proud to share their voices through industry writings, professionally-designed marketing materials (including websites), and expert content collateral. We lend support by promoting businesses through ongoing awareness campaigns. www.401k-marketing.com

About Retirement Plan Marketing

Retirement Plan Marketing is a product of 401(k) Marketing and is an ongoing turnkey marketing solution for retirement plan advisors. It is an easy-to-follow, consistent marketing program designed to get you noticed in your community and generate new retirement plan sales. When you deliver relevant plan sponsor content, you add value to your conversations and can work your way up to become known as the “go-to” retirement plan advisory office. www.retirementplanmarketinginabox.com

#MarketingStrategy #401kmarketing #salesideas401k #401kcontentmarketing

0 views