Get the Most from a Zoom Meeting with Your Financial Adviser
When the pandemic prompted my wealth management firm to implement a remote working policy in mid-March, I personally thought it would be a temporary change. Then I’d be back to business as usual soon enough. While I’ve worked fluidly for five years — sometimes meeting clients in our office, other times jumping on an airplane to meet them at their office or home, or speaking at a conference — I just hadn’t done many video conferences before COVID-19.
In March I suddenly found myself needing to quickly get up to speed on
