Broker Check

Virtual Meetings

INTRODUCING WEBEX: A NEW WAY TO MEET WITH YOUR FINANCIAL ADVISOR

Cisco WebEx


This virtual meeting software will allow you to connect with your financial advisor to review your financial plan, accounts, statements, and answer any questions you may have.  This software is easy to use and can be performed/downloaded to your smart device or laptop.  

EASY TO USE

EASY TO USE

Webex is hassle free, just a few clicks and you will be connected with your advisor in seconds. 

USE ON ANY DEVICE

USE ON ANY DEVICE

Webex allows you to join a meeting with your advisor on any device: laptop, smart phone or tablet!

VIDEO & AUDIO

VIDEO & AUDIO

Although the video (face to face) conferencing is an option, it is not required. High quality screen sharing and audio is standard.

BE ANYWHERE

BE ANYWHERE

At the office? Out of town? On the couch? We don't mind!

NEW TO WEBEX? FOLLOW THESE STEPS 

STEP 1:   LET US KNOW IF THIS IS YOUR PREFERRED MEETING METHOD

STEP 1:   LET US KNOW IF THIS IS YOUR PREFERRED MEETING METHOD

If you are interested, reach out prior to your appointment and a team member will schedule your virtual meeting and you will receive an email with the date, time and meeting information.

Contact a team member
STEP 2:  DOWNLOAD THE APPLICATION ON YOUR SMART DEVICE

STEP 2:  DOWNLOAD THE APPLICATION ON YOUR SMART DEVICE

Search for the the free Cisco WebEx Meetings App on your app store and download it to your smart device. 


STEP 3:   JOIN THE MEETING 

STEP 3:   JOIN THE MEETING 

Each meeting will be assigned a Meeting Number (access code), a meeting password and a secure phone number. 


Find all of the information in the WebEx email invitation provided by your financial advisor.


Two options to Join:

  • Join by calling the phone number provided for audio only 
  • Join from your smartphone app or laptop for video and audio for an interactive experience



ENJOY YOUR MEETING

ENJOY YOUR MEETING

During your meeting, your financial advisor will may discuss the following topics:


  • ACCOUNT AND PERFORMANCE REVIEW


  • ANY ASSET ALLOCATION / RISK TOLERANCE CHANGES?

 

  • PORTFOLIO OPTIMIZATION

 

  • MAIN FINANCIAL PRIORITIES / OBJECTIVES

 

  • LIFE CHANGES / TRANSITIONS / FAMILY CONCERNS:

 

  • LEGACY PLANNING

 

  • SERVICE MODEL AND EXPECTATIONS

QUESTIONS? CONTACT SARAH WOOD

Sarah Wood

Executive Assistant

303-626-2446

303-942-1701

swood01@wradvisors.com

Sarah previously worked for Craig from 2013-2017 and recently had the opportunity to rejoin his practice in his new office location and is excited to reconnect with and serve his clients. Sarah’s background is in the Financial...

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Ryan Hodapp, CFA, CAIA

Director, Investment & Advisory Sales

Ryan Hodapp is Director, Investment & Advisory Sales for Waddell & Reed, Inc., a wealth management firm located in Overland Park, KS. In his role, Ryan serves as Waddell & Reed's primary advocate and objective expert in helping...
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Trevor Holen

Business Processing Coordinator

303-626-2449

720-942-1701

tholen@wradvisors.com

Trevor is the Business Process Coordinator for Johlfs Financial Group. A Nebraska native, Trevor moved to the Denver area and joined Johlfs Financial Group in 2020. While in the office, Trevor enjoys creating business process...

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Waddell & Reed is not affiliated with Cisco WebEx.  (04/20)