Aug 3, 2020
During this episode of The Confident Advisor Practice
Podcast, Bill Bush and Chad Soileau talk about best practices
for meetings on Zoom.
- 01:42 – Bill and Chad discuss the prevalence of Zoom during the
COVID-19 pandemic and how to create a good Zoom presentation.
- 03:30 – Do some practice runs on Zoom with your coworker to
familiarize yourself with the software's functionality.
- 05:00 – How can you make your Zoom meeting not look bad? Think
about the visuals—what's behind you?
- 05:56 – You can use a virtual background or green screen in
- 06:50 – Make sure your camera lens is clean.
- 07:22 – You can plug in a higher quality external camera to
your laptop to increase the production value, and consider
purchasing a separate microphone.
- 10:04 – Remember to unmute yourself, but it's still common
courtesy to mute yourself when you aren't talking. You can also
turn your video on and off to prevent distractions to others.
- 11:37 – Even though first impressions are digital now, you
should still look presentable in meetings with clients.
- 12:42 – Staying on top of scheduling is very important so
everyone who needs to use a company's Zoom account is able to do
so, without disruptions from other meetings running over time.
- 13:54 – Depending on your Zoom subscription, you may run out of
- 14:30 – Remember that people can see you if you are constantly
on your phone or distracted in other ways.
- 15:52 – If you are hosting an open meeting, be aware that "Zoom
bobbing" is a thing and you could have uninvited guests pop in. You
might prefer to lock the meeting with a password.
3 Key Points:
- Make sure you know how to use all of the features you plan on
accessing during a meeting to limit fumbling and technological
- Consider how you and your background looks on camera.
- Be considerate of others’ time when scheduling a Zoom
- "Your background and your appearance is only as good as the
camera that you have. Something simple is: make sure your lens is
clean!" –Chad Soileau
- "You only have that one time to make a good first impression,
and although it's digitally now, it's still an impression." –Bill
- "I don't like the idea that if I'm the host and there's other
people on there and they're doing everything else but paying
attention, then why are you even on the call?" –Chad Soileau