Retirement Elevated Podcast with Sean Lee

What Can You Expect From a Virtual Meeting With Us?

February 11, 2021

With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We'll take you through the process and what you can expect on today's show.

 

Read more and get additional planning resources here: https://wp.me/paeqsR-bB 

 

What we discuss on this episode: 

0:39 - What’s Sean’s least favorite time of year?

1:23 - How have virtual meetings opened up new opportunities? 

3:14 - What has the practice done to ensure the experience is the same?

4:53 - What technology changes have been made?

7:06 - Retirement and planning concerns are still prevalent, even in a pandemic.