Rethink. The Financial Advisor Podcast - Ep. 4 Brick and Mortar vs. Remote

Rethink. The Financial Advisor Podcast - Ep. 4

Rethink: Brick and Mortar vs. Remote

The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push.

The way you respond to the change is going to set you apart from the other advisors that are doing the same thing.

In this episode, Adam Holt & Derek Notman discuss what the impacts of moving entirely to remote practices could have on advisors who are not prepared to set themselves apart. Adam and Derek speak about their successes of going virtual, and offer you some takeaways so you can learn from their experience!

Adam & Derek discuss:

  • What made them do a majority of client meetings remotely before it became popular

  • The importance of finding the hybrid ‘sweet spot’ between brick and mortar and virtual

  • Why having professional virtual meetings is just as important as in person

  • Things you could be doing now to prepare yourself for the prolific virtual workplace

  • And more…

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Guest Usereducation, finance, financial planning, Financial Planning, fintech, remote meetings, Rethink podcast