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Financial Advising Relationships: Local vs. Remote
Manage episode 375734284 series 2446480
Contenuto fornito da Sean Lee. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Sean Lee o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?
Here’s what we talk about on today’s show:
- With the change in technology, virtual meetings are more common.
- Convenience can come from meeting online.
- If you prefer meeting in person, how can you get the same experience?
- What should you ask a potential advisor about working together remotely?
- How can you be sure the information is secure?
For more, visit us online at https://retirementelevatedpodcast.com/
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