As a financial planner, your clients have become nervous in a bad economy. Many of them have seen the value of their
assets drop significantly, and they want to know that you are working hard to protect their financial interests.

The main product you have to sell is the trust your customers put in you and your judgment. All other products and
services are secondary. When it comes to managing people´s money – trust is paramount. In light of the wall street and
financial market meltdowns, trust is increasingly hard to come by.

One of the best ways to earn your clients´ trust is to communicate with them in a timely and effective manner. CoVideo services are THE tools to facilitate great communication and build trust with your clients.

CoVideo email is an affordable, easy to use, state of the art technology which lets your clients see your face and hear your tone of voice in an email. You simply record a video while sitting at your desk, attach a template which contains your branding and logo, and send it off. Make a single video to send to all your clients at the same time informing them you are on top of market conditions and providing your general philosophy for investing. Or, create personal emails for individual clients to: schedule a meeting to discuss their investment portfolio, suggest changes in strategy, or send a happy birthday wish.

CoVideo Live Conference and Live Presentation products provide a ´live´ meeting environment without the costs and extra time involved with traveling. Whether your clients are in town or out, they will appreciate being able to confer with you from their home or office using Live Conference. And if you wish to present a video or slide show to larger groups, Live Presentation is just what you need.