Using advisor chat
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Instructions on how to use advisor chat. This slideshare demonstrates how you can use advisor chat to schedule a meeting with a financial advisor.
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Using advisor chat
- 2. CHOOSE AN ADVISOR AND SCHEDULE AN APPOINTMENT TO ADVISOR CHAT
- 3. YOUR ADVISOR WILL BE NOTIFIED OF THE PENDING APPOINTMENT AND CONFIRMS THE TIME
- 4. OUR APPLICATION WILL CREATE AN ADVISOR CHAT FOR THAT DATE AND TIME
- 5. YOU WILL RECEIVE A REMINDER EMAIL ON THE DAY OF THE ADVISOR CHAT
- 6. TO JOIN THE APPOINTMENT YOU CAN EITHER LOGIN TO RIGHTFINANCIALADVISOR.COM OR ACCESS THROUGH YOUR EMAIL
- 7. WHEN THE ADVISOR CHAT BEGINS YOU AND YOUR ADVISOR WILL BE ABLE TO COMMUNICATE VIA WEBCAM AND MICROPHONE OR TELEPHONE
- 8. YOU AND YOUR ADVISOR CAN SCREEN SHARE PRESENTATIONS, PDFS, AND OTHER DOCUMENTS.