Your Questions Answered On Making A Great Impression At Online Meetings

By | May 21st, 2020|Asset Management, Body Language, Building Confidence, Client skills, Online meetings, Online video, Video|

We were delighted to run a webinar for the CFA Society yesterday on how to make a great impression at online meetings. With nearly 100 people in attendance, it is clearly a hot topic.

There were some great questions and we thought if might be useful to share a couple for everyone.

If you have any more questions please don’t hesitate to get in touch! Or check out our comprehensive masterclass ‘How To Make A Great Impression At Online Meetings’ which covers all the techniques you will need to make a positive impact!

Is it good to lean forwards towards the screen at online meetings?

There are some who advise leaning forwards throughout online meetings to make a good impression. While we agree there are benefits to leaning into the screen, our advice is to start in a ‘neutral position’. This is where you sit up tall in the centre of your chair and imagine that there is a helium balloon attached to the top of your head pulling your spine and neck long.

Leaning in is useful if you want to show enthusiasm when you are talking. Or if you want to make it clear you would like to say something. However, we would recommend you use this position sparingly. The risk is that it can be misinterpreted as though you are ‘pleading’ in some cases or ‘overbearing’ in others.

What is the best way to take notes during a meeting?

There is nothing worse than hearing ‘thunder typing’ when you are at an online meeting – someone noisily thwacking away at the keyboard. Even if that person is making notes and concentrating on the call, it can be very distracting. So at the very least, mute your screen when you are typing.

The other danger is that people can jump to conclusions that you are not concentrating on the call.  Old fashioned pen and paper works well. It is easier for others on the call to see you are taking notes if they can see a pen in your hand.

The key point is to make it clear that you are present on the call and are not working on anything else. Even if that means slipping it into the conversation that you’ve been taking notes!

Neil Woodford: why Rock Star investors show we should focus more on the rest of the band.

By | October 16th, 2013|Asset Management, Marketing, Perception, Presentation skills|

Time to concentrate on the whole of the band, not just the frontman.

Investment news is buzzing with the story of Neil Woodford departing after 25 years with Invesco Perpetual to set up his own fund next year. It has prompted consternation on forums with investors worrying if they should leave without him at the helm.

His announcement has even had a negative impact on the FTSE with several of his large holdings being adversely affected.

Invesco is full to the brim with talented investment professionals so why should this outfall be happening? The answer lies with the marketing technique often used by major funds. Despite the actual strength of a well performing investment trust being in the complete team behind it: back office staff, chosen analytics systems, analysts and sector specialists the personality driven approach has been the quick win for marketing teams in this world.

A better approach is to define a core investment philosophy and ensure that everyone in the fund, from top to bottom demonstrates this to investors. It may be less edgy and appeal less to the ‘get rich quick/beat the market investor’ but for investors looking for a long term gains a sound and reliable investment philosophy (no matter who is at the figurehead) it is a better strategy.

Coaching all of the team to present it in a consistent and confident way is the next step towards making this come alive. It is a longer process and daunting for fund managers who shy away from presenting, preferring to leave that to the superstars with the ‘gift of the gab’. But it is the best way for the industry to avoid these costly ripples when one of the superstars leaves.

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