Financial Advising Relationships: Local vs. Remote

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?

 

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