Manage episode 284721691 series 2446480
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.