I recently joined Laura Gregg from The Flexible Advisor Podcast to discuss working from home during the COVID-19 pandemic. As financial advisors are on the front lines of our financial health and well-being, its important, now more than ever, for firms to be operating as seamlessly as possible. In our podcast, we chat in detail about how to engage, manage, and inspire your team while working remotely. We also discuss how to set up your advisory practice for growth that continues beyond the COVID-19 crisis.
Topics we discuss include:
- Transitioning your advisory firm to a remote business model
- Technology and working remotely – systems and platforms to make working from home more efficient
- Filling the co-worker void
- Control and trust – overcoming the backlash of working from home
- Remote team engagement
- And much more. . .
As we traverse this new frontier of stay at home orders, social distancing, and flexible work schedules, its paramount to keep business running as usual. Moreover, your clients need you more than ever as we teeter on the edge of recession, experience massive unemployment, and an uncertain financial future. Creating a seamless work-from-home experience that doesn’t miss a beat is key to the continued success of your firm now and in the future. The good news is its easier than you think to achieve. As first responders to their financial health, your clients expect it.
Tune in now to learn how to support your remote employees and nurture a positive work culture.
