Coronavirus: Your free client guide to Zoom

Coronavirus: Your free client guide to Zoom

Written by on 19/03/20

We’ve teamed up with Alasdair Walker of Handford Aitkenhead & Walker to develop a quick client guide to Zoom.

There’s no doubt that over the coming weeks and months more meetings with take place remotely. Our survey found that Zoom was the preferred platform among the adviser/planner community. However, we know that some clients are nervous about video calls. So, we’re offering a branded version of the guide below for free to anyone who wants it.

We’ll add your logo, colours and contact details. There’s no charge either; it’s our way of supporting the financial planning community at this difficult time.

All you need to do is email your logo to [email protected] and we’ll do the rest.

Coronavirus: A guide for clients to use Zoom

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Phil Bray

Now in his third decade in financial services, Phil’s experience spans advising, compliance and marketing. Phil brings this unique mix of knowledge and experience to all Yardstick clients.

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