Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
Episodes
Thursday Sep 10, 2020
Thursday Sep 10, 2020
Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-5-running-your-practice-virtually/
What we discuss on this episode:
1:37 – What we want to talk about today.
2:14 – What changes Scott’s office has made.
3:20 – Client meetings going virtual
4:47 – How Sean has made the transition.
7:05 – How to teach virtually
10:18 – Virtual is here to stay and we have to rethink our practice
13:01 – One thing advisors should do right now
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