Telemus Blog

How Financial Planners Make Remote Work Work

Written by Financial Planning | May 23, 2023 3:11:43 PM

 

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.