Financial Advising Relationships: Local vs. Remote

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The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?

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Things You’ll Learn Along Today’s Journey

The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?

Well, for starters, you can work with the advisor who best fits your needs, regardless of where you both are. Or, if you move, you can keep the advisor relationship you’ve had over the years. If you’re on the lookout for a trustworthy financial advisor, remember that good advisors are talked about.

Maybe your long-distance relatives have an advisor who is now an option for you thanks to virtual meetings.

Here’s what we talk about on today’s show:

  • With the change in technology, virtual meetings are more common.
  • Convenience can come from meeting online.
  • If you prefer meeting in person, how can you get the same experience?
  • What should you ask a potential advisor about working together remotely?
  • How can you be sure the information is secure?

 

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MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

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Questions for Sean?

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(801) 639-0095

slee@erg-slc.com

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Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.