How Financial Planners Make Remote Work Work

    | May 23, 2023


    The pandemic has highlighted the ability to bring work anywhere, showcasing the benefits of remote work.  Financial Life Advisor, Adam Pawloski, CFP®, recently spoke with Financial Planning Magazine about enhancing client connections in the era of remote work.

    The flexibility of video conferencing has opened up new possibilities, overcoming the limitations of geography.  While challenges exist in establishing personal connections virtually, Pawloski suggests observing body language and behavior to bridge the gap. Platforms like Zoom offer unique glimpses into clients' lives, allowing for meaningful conversations sparked by their surroundings.

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    The article provided above, and the information contained within, is from a third party source, which we believe to be reliable, however Telemus cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. The author of this article is Dan Shaw of Financial Planning Magazine which is owned and operated by an independent third-party. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Telemus Capital. All opinions expressed in this article are for general informational and/or educational purposes. These opinions are subject to change without notice and are not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Telemus Capital does not provide tax, legal or accounting advice, and nothing contained in these materials should be relied upon as such.

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