Using Zoom For Client Meetings

Here’s a handy guide to using Zoom when face-to-face meetings are not possible.

  1. Get the Zoom app
    If you are on an iPhone, iPad or Android device, head to your app store and download & install “Zoom cloud meetings”
    Apple users can click here, Android here.If you are on a laptop you can skip to the next step.
  2. Click the meeting invite we will send you
    You’ll see a link beginning “https://zoom.us…”, click on this and follow any on screen instructions you are given.
  3. Check you can hear & be heard
    You’ll be may be prompted to allow Zoom to access your audio settings, please allow and then check you can hear and be heard.
  4. Stuck or need more help?
    If you have any technical issues you need help with simply give us a call on 01993 772467.
    You can also find a very handy video guide below.

Written on March 19th, 2020 & listed in .

Dominic

About the Author

Dom is a qualified and experienced Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years experience. His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement. Read more from Dominic...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Thank you for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said! D.T.H. (Stratford-upon-Avon)
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