– How to Impress Clients: The First Meeting

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How to get into a zoom meeting for the first time ever – how to get into a zoom meeting for the firs.A Step-by-Step Guide to a Zoom Meeting


Google , SpaceX, the New York City Department of Education, the Taiwanese , Australian, and German governments , to name but a few agencies, have banned employees from using the software until Zoom’s security posture improves. TechRepublic: The end of passwords: Industry experts explore the possibilities and challenges. Zoom has tried to clean up its act , and quickly.

To try and prevent Zoom-bombing — the hijack of meetings and a practice the US Department of Justice recently deemed a crime — meeting ID numbers will no longer be shown in address bars. A dedicated security tab has also been introduced to streamline the process of changing security settings for hosts and meeting attendees.

Zoom has also promised an upcoming change to where data is stored. Starting April 18 , paid subscribers can opt-in or out of specific data center regions.

China, too, has been geofenced to stop information outside of the country from being transferred to the area.

We’ve covered the basics and some useful tips for experienced users in a guide here. To maintain the security of your next meeting, our recommendations are below:. The simplest way to prevent unwanted attendees and hijacking is to set a password for your meeting. Passwords can be set at the individual meeting, user, group, or account level for all sessions. In order to do so, first sign in with your account at the Zoom web portal.

If you want to set up a password at the individual meeting level, head straight over to the “Settings” tab and enable “Require a password when scheduling new meetings”, which will ensure a password will be generated when a meeting is scheduled.

All participants require the password to join the meeting. Subscription holders can also choose to go into “Group Management” to require that everyone follows the same password practices. Do not allow others to join a meeting before you, as the host, have arrived. You can enforce this setting for a group under “Account Settings.

Once a session has begun, head over to the “Manage Participants” tab, click “More,” and choose to “lock” your meeting as soon as every expected participant has arrived. This will prevent others from joining even if meeting IDs or access details have been leaked. No-one wants to see pornographic material shared by a Zoom bomber, and so disabling the ability for meeting attendees to share their screens is worthwhile.

This option can be accessed from the new “Security” tab in active sessions. You should not use your personal meeting ID if possible, as this could pave the way for pranksters or attackers that know it to disrupt online sessions.

Instead, choose a randomly generated ID for meetings when creating a new event. In addition, you should not share your personal ID publicly. The Waiting Room feature is a way to screen participants before they are allowed to enter a meeting.

While legitimately useful for purposes including interviews or virtual office hours, this also gives hosts greater control over session security.

Be careful with the file-sharing feature of meetings, especially if users that you don’t recognize are sending content across, as it may be malicious. Instead, share material using a trusted service such as Box or Google Drive.

At the time of writing, Zoom has disabled this feature anyway due to a “potential security vulnerability. If you find that someone is disrupting a meeting, you can kick them out under the “Participants” tab. Hover over the name, click “More,” and remove them. You can also make sure they cannot rejoin by disabling “Allow Removed Participants to Rejoin” under the “Settings: Meetings – Basic” tab.

As security issues crop up and patches are deployed or functions are disabled, you should make sure you have the latest build. It shows that you are organized and that you take your work and your clients seriously.

A sign of professionalism is an organized office, so if that is where you are meeting a prospective client make sure your office is clean. Put your files away, clean off your desktop and arrange the room so the client feels right away that you have the room and time for them. If it looks like a tornado hit your office, or if it’s just plain disorganized, then meet your prospective client in a meeting or conference room instead.

During the meeting put your cellular devices on silent or vibrate so that you are not continually bombarded with messages that take your focus away from the client you are in the room with.

Prospective clients want to feel that you are giving them your undivided attention. You should also dress professionally. Think of it this way. A client coming to meet you for the first time is essentially interviewing you for the job of managing their money and planning their financial future.

So dress like you want the job. The same goes for meeting a client on the weekend. A positive attitude can make all the difference. Smile when you first meet the client, to let them know that you are happy to see them and excited about the prospect of working together. Make eye contact, give a firm handshake, and listen intently when the client is speaking with you.

You also want to present a relaxed and focused persona. People want to feel that you are open to taking on challenges and can work well under pressure. You should also let the prospective client know that you enjoy your work and get satisfaction about helping people realize their financial goals. You should want success as much as they do. Financial planners and advisors also need to make sure that they speak in a clear way that the clients can easily understand.

If you use too much jargon you may lose the client. When discussing these issues try not talk down to the client. This part of the conversation can get uncomfortable, but approaching it in the right way can help. Prospective clients are looking for frank answers, not obfuscation. If you work for a fee only, tell them that, and if you are going to be compensated for selling certain products, tell them that as well. You should also find out what type of investor the client is.

Ask if they tend to be more on the conservative side or if they embrace risk, then talk about how you generally work with such clients. At the end of the meeting make sure to review any questions or subjects that were important to the client.

In this way, they know that you are attentive and are taking their concerns seriously. Take a little extra time to prepare for your meetings, be organized and show your prospective clients that you are putting your best foot forward and that you care about their financial future. Practice Management. Financial Advisor.


How to get into a zoom meeting for the first time ever – how to get into a zoom meeting for the firs –

The first thing to do when you get invited to a Zoom meeting for the first time is to download the Zoom app on your computer, tablet or smartphone, even if it’s days before the meeting. It should only take a couple of minutes, but it’s good to do it well in advance, in case you encounter any problems. Head to Zoom’s download page and. Dec 15,  · There are many ways to schedule a meeting, including the Zoom web portal, through the Zoom client, or with one of our extensions or plugins. Here are some basic instructions for scheduling your first meeting. Sign in to your Zoom web portal. Click Meetings. Click Schedule a Meeting. Choose the date and time for your meeting. Jun 29,  · Double-click to install Zoom on your PC. JOIN A MEETING. After you install Zoom, there are a few different ways to join a Zoom meeting. You can click the link in your invitation email, go to the Zoom website and enter the meeting ID, or dial into the meeting on a phone. Click the link in an invitation email: If you have an.


– Zoom security: Your meetings will be safe and secure if you do these 10 things | ZDNet

Be Prepared and On Time. Prospective clients come to you because they need your help. They are often referred to you by a friend or through a business associate. In order to do so, first sign in with your account at the Zoom web portal. Subscription holders can also choose to go into “Group.