MEET NOW! click here
http://connectnow.acrobat.com/ifbplanning
IFB has just added Acrobat Meeting to our list of growing tools! This allows us to meet with virtually anyone in the world at anytime as long as both parties have a computer and an internet connection. Its simple and easy and this page is designed to walk you through the process so you can take advantage of this amazing technology.
Most clients need to meet with their adviser once or twice a year. However other times throughout the year they may want to ask questions, review accounts or just catch up on the markets. And because IFB is growing Nationally, we felt we needed a way to keep in constant contact with our clients. As many of you know if you come into my office and sit down. I have a monitor that is just for the client to view what is on my screen. This technology duplicates that feel but from the comfort of your own home, office or anywhere with a connection.
Here are some of the things it can do:
Your online meeting room
Adobe® ConnectNow gives me and two other people access to a secure, personal online meeting room. I can use the meeting room to collaborate with others on the web in real time. I can control the meeting from the Screen Sharing palette and attendees see my screen in the Screen Sharing pod of the meeting room. Attendees can zoom to increase the shared document, follow the presenter’s mouse movements, or scroll independently to areas of interest. All attendees can collaborate regardless of differences in operating systems or installed software.
· Share and annotate your entire desktop or certain applications on your computer screen
· Send chat messages
· Communicate using integrated audio
· Broadcast live video
· Capture meeting notes
· Control an attendee’s computer remotely
Let’s walk through the steps.
- Call and set up a time for us to “meet” online. I will at that stage send you an “invitation” to your email which will contain this URL that is specific to our firm.
- Once you type in the URL it will take you to the meeting page and ask you to sign in.
- Then you call me on the office number (515)225-1929 and we meet!
ITS THAT SIMPLE! I will be able to walk you through your accounts online and you will be able to see what is on my screen and be able to easily follow along.
I encourage everyone to give this a try. The people who have are in love with it and have been saving money in gas and time, especially this winter. Let me know if you would like to set up a meeting and give it a try.
Stephan