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内容由Sean Lee提供。所有播客内容(包括剧集、图形和播客描述)均由 Sean Lee 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Financial Advising Relationships: Local vs. Remote

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Manage episode 375734284 series 2446480
内容由Sean Lee提供。所有播客内容(包括剧集、图形和播客描述)均由 Sean Lee 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?

Here’s what we talk about on today’s show:

  • With the change in technology, virtual meetings are more common.
  • Convenience can come from meeting online.
  • If you prefer meeting in person, how can you get the same experience?
  • What should you ask a potential advisor about working together remotely?
  • How can you be sure the information is secure?

For more, visit us online at https://retirementelevatedpodcast.com/

  continue reading

134集单集

Artwork
icon分享
 
Manage episode 375734284 series 2446480
内容由Sean Lee提供。所有播客内容(包括剧集、图形和播客描述)均由 Sean Lee 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?

Here’s what we talk about on today’s show:

  • With the change in technology, virtual meetings are more common.
  • Convenience can come from meeting online.
  • If you prefer meeting in person, how can you get the same experience?
  • What should you ask a potential advisor about working together remotely?
  • How can you be sure the information is secure?

For more, visit us online at https://retirementelevatedpodcast.com/

  continue reading

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