Smart Wealth: Navigating Your Financial Future
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every week, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics including investment principles, debt management, retirement planning, and tax optimization. With our guidance, you'll navigate the complex world of finance with ease, making confident decisions for your financial future. Join us on this journey towards achieving smart wealth, because the best investment you can make is in yourself.
Smart Wealth Hosts:
Brett Cranson: www.linkedin.com/in/brettcranson/
Omari Whyte: www.linkedin.com/in/omari-whyte/
Smart Wealth: Navigating Your Financial Future
Ep 33 How Virtual Meetings Are Transforming Financial Advise
In this episode, Brett Cranson and Omari Whyte discuss the evolution of financial advising in a post-COVID world, focusing on the shift to virtual meetings and how it has transformed client interactions. They explore the benefits of virtual meetings, including increased efficiency, enhanced client engagement, and a streamlined onboarding process. The conversation highlights the importance of maintaining strong client relationships and the value of in-person connections, even in a predominantly virtual environment.
Takeaways
- The shift to virtual meetings has increased efficiency.
- Clients can join meetings from anywhere, making scheduling easier.
- Virtual meetings allow for better content delivery and engagement.
- The onboarding process has become more streamlined and effective.
- Regular virtual check-ins enhance client relationships.
- Smaller, focused meetings reduce overwhelm for clients.
- Screen sharing has improved the clarity of presentations.
- In-person meetings are still valuable for deepening relationships.
- The pandemic has accelerated the adoption of virtual advising.
- Maintaining contact is crucial for successful financial planning.
Chapters
00:00 Introduction to Virtual Financial Advising
03:02 The Shift to Virtual Meetings
05:58 Enhancing Client Engagement
08:59 The Client Onboarding Process
14:55 Maintaining Client Relationships
17:54 Conclusion and Future Outlook
LinkedIn Brett Cranson: linkedin.com/in/brettcranson
LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
brett.cranson@ipcsecurities.com
omari.whyte@familyfirstadvisors.ca
Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.