Emerging Advisor Podcast

Ep 5: Running Your Practice Virtually

September 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