Recent events and COVID-related changes to our daily lives quickened the acceptance of what was already an evolving technology in recent years – Virtual Meetings. Used in many industries for several years, primarily for group meetings, many have come to embrace this method for one-on-one client meetings. From financial advisors to attorneys to tax preparers, it has proven to be an incredibly efficient use of technology and today is being readily embraced by both advisors and clients alike. Could a “Location-Independent” advisor be the right fit for you?
Frequently Asked Questions
How does one work with a financial advisor remotely?
Instead of meeting in a traditional setting, we will engage from our separate locations through a secure online platform such as Zoom for video conferencing and screen-share presentations. You simply receive an email with a link to join the online meeting. In addition to web cameras, you can see my computer screen displayed on your preferred device – be it your computer, tablet, or phone!
What about paperwork?
Accounts can often be opened online and paperwork completed with electronic signatures through DocuSign and similar services.
What are the benefits of meeting virtually?
Whether you’re still working or already retired, everyone is busy these days and it’s difficult to carve out time to squeeze in yet another appointment. Meeting remotely means you do not need to drive, most likely in traffic, to meet in person. Can’t get a babysitter? –Not needed. Don’t want to rearrange your weekly events? –No problem. We can “meet” while you’re at home, work, or even on vacation! We can connect from anywhere you have a device and an internet connection. And by the way – people do still talk on the phone, too. Remote meetings tend to be shorter and more focused than in-person meetings, and can be more frequent due to the efficiency. It can truly be a win-win!
Can I live anywhere? What if I move either now or upon retirement?
Yes, provided we are properly licensed in your state. I am currently licensed in 14 states from coast-to-coast, with clients from Washington to Florida and from New Jersey to Hawaii… and I’d be happy to add more!
A simple phone call is generally a good way to determine if we might be a good fit for working together. If your needs and goals are compatible with our abilities and services, and our personalities seem like we would enjoy the journey, then moving forward will feel comfortable. To schedule a complimentary initial call, click here and select a convenient date and time. I look forward to our conversation.