Zoom is Game Changer for Many NAIFA Members!

NAIFA members who are currently using the Zoom app — in their practice or with other NAIFA members — are finding it to be a valuable tool that enhances the quality of their meetings. As some of you may know, Zoom is a web-based, video-conferencing tool that allows users to meet online, with or without video. It offers a wireless screen-sharing performance across several platforms, including Windows, Mac, Linux, iOS, Android and Blackberry.

Advisor Today recently caught up with two NAIFA members who are happy users of Zoom, and this is what they shared with us.

From A. Jeffery Hill, MBA, CEO

Hill Financial Group Inc.: A Wealth Accumulation Firm Top 100 in Finance

NAIFA Central Arkansas Past President

As insurance agents and financial advisors, many of us are already harnessing the power of technology in many areas of our practice. Technology helps us market more effectively, keep track of our clients’ information, set client reminders, offer online communication portals and connect to social media.

I saw the writing on the wall several years ago while I was a Registered Rep for a Fortune 100 Mutual Life Insurance company. When I transitioned to an independent platform, I knew it was time to expand my reach and usage of technology. Because I am licensed to practice in multiple states, one of the tools I found to be the most beneficial is the app

Zoom.

Zoom allows me to conduct business virtually in a variety of ways. Thanks to Zoom, I can hold one-on-one or seminar-style presentations virtually with my clients and prospects. Using the screen-share feature, I can act as a witness as clients sign documents, and I can conduct illustration walk-throughs and presentations. Since I have a separate business that allows me to travel, I am always in need of tools that support my growing virtual financialservices business. Zoom is one of the tools I use regularly.

In addition, when I book virtual appointments, I immediately send a “calendar invite” using Zoom as the location, and my clients receive reminder alerts as we get closer to the appointment date.

Get into the habit of asking clients if they are open to virtual appointments, and you’ll be surprised at how many of them will say a resounding yes!

From Ike Trotter

Ike Trotter Agency, LLC

Greenville, MS

Zoom provides a dramatic change for scheduling conferencing calls. Now, you can both hear what is being discussed as well as make eye contact with the person or group you are conferencing with. In addition to saving time, money and energy, it is a tremendous game-changer in bringing people together from around the country. For years, I have participated in various conference calls through NAIFA. Zoom changes the entire picture of the discussion. I have already been on several Zoom conferencing calls with NAIFA and I am amazed at the difference it makes!

NAIFA recently partnered with Zoom, which is a fundamental partner in the association’s digital transformation efforts.