Send video messages with Loom for easy communication with clients.
How many times has this happened to you? You get an email from a client saying they can’t locate a financial document in their web portal. No biggie. You know exactly where to find it. But as you begin to respond, you realize it’s taking longer than you thought to write out clear step-by-step instructions.
Once you send the email, they respond saying they can’t find the tab you mentioned in Step 5. They’re getting frustrated. You go back and forth via email a bit more until they figure it out. Or you hop on a call and walk them through it.
What was originally supposed to be a quick email ends up being an hour-long ordeal. Which begs the question, is there an easier way to communicate with clients? Turns out, the answer is yes.
Today I want to talk to you about Loom, a free video-recording tool that will make your life 10x easier. I use Loom all the time (and so does everyone else on my team).
What Is Loom?
Loom is a free video-recording tool that lets you create instantly shareable videos using your camera, microphone, and desktop. It couldn’t be easier to use. It’s a plugin for your web browser, so if you use Chrome, it appears in the top right corner of your screen.
When you’re ready to record, you just click the button and start talking. Once you’re finished, it uploads your video to a folder where you can grab the link and share it with whomever you’d like.
Loom is every advisor’s secret weapon for communicating quickly and effectively. It allows you to have really complex conversations without having to spend 30 minutes typing it all up in an email. It’s free. And there’s no learning curve (even technically challenged advisors can figure it out).
How Can Financial Advisors Use Loom?
One quick note: you shouldn’t share sensitive information with your clients using Loom because of compliance. But even with that limitation, financial advisors can use it to:
- Show clients how to log into their accounts
- Give quick tutorials for the online tools you use
- Answer client questions
- Give a market update or make an announcement
- Explain a complicated graph or chart
- Introduce a new team member
- Create YouTube videos
- And the list goes on
You’ll get an email notification each time someone views your video, which is helpful because you can then send a follow-up email to the viewer asking if they have any questions.
Ready To Give Loom A Try?
As a financial advisor, a large part of your job is communicating with clients. And now, because of the coronavirus, you’re doing most of your communicating through email or phone. But typing out lengthy emails and playing phone tag is time-consuming.
Next time you find yourself writing out a lengthy communication, try creating a quick video with Loom instead. I think you’ll find it really useful. And given the fact that 65% of the population are visual learners, I think your clients (and your team) will find it useful to send video messages with Loom as well.
Want to hear about more ways to boost your productivity with technology? Check out our podcast, The Marketing Podcast For Financial Advisors. In a recent episode, I sit down with Tammy Hawkins—a productivity and technology expert—to talk about top technologies every financial advisor should use. Check it out here.