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Sound Financial Group - Bothell, Washington

 

SFB052 Why All Your Advisors Should Be Virtual

| January 24, 2017
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Episode Summary

Paul Adam discusses why your financial advisors should be virtual, and why you need a team of them working on your side (not just one CPA). You’re bound to move throughout the length of your career, so don’t let location stop you from growing and protecting your wealth.

What Was Covered

  • 01:10 - Paul and his team would love to have a 10 minute (free) call with you. Just email us!
  • 01:55 - Why should your advisors be virtual?
  • 03:00 - When you move, you may be shooting your financial future in the foot.
  • 04:00 - You might want to consider having a team of people working on your side.
  • 04:15 - How should you approach this?
  • 05:15 - Consider using this handy tool called Zoom.
  • 06:00 - Paul has found it easier for his clients to engage with him via Zoom despite them being in the same town.
  • 09:05 - Paul has a client who has lived in 9 different locations over the span of 15 years and some of it wasn’t even in the U.S.
  • 10:40 - Look at your financial team and bring them with you for the long haul.
  • 11:35 - Remember, you’re responsible for your finances.

Tweetables

"When somebody has something that could bust their business, too often it could not be seen by a single advisor."

"If you don’t have a team working together, it’s going to diminish your ability to take good care of your finances."

"Your accountant should be able to do business with you in any state that you’re in."

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