cover of episode How Are Advisors Adjusting to Working From Home? [Ep21]

How Are Advisors Adjusting to Working From Home? [Ep21]

2020/4/7
logo of podcast The Innovating Advice Show

The Innovating Advice Show

Frequently requested episodes will be transcribed first

Shownotes Transcript

Financial advisors, who largely remain paper-based with manual processes and face-to-face meetings, have suddenly been forced to work remotely or suffer an inability to continue operations. So how are advisors adjusting to working from home? Jen McKay of Linktank in South Africa and I surveyed advisors last week to find out and she joins the show to discuss the results.

We also hear Linktank's story and the benefits of being majority women in the advisor and tech space, and the changes advisors and tech providers need to make if they want to survive.

Show notes, links and transcript at: https://innovatingadvice.com/episode21).