Is the industry ready for “virtual advisors”? Many industries now allow (and perhaps encourage) their employees to work virtually. I’ve seen some benefits, and even pushed for similar flexibility at previous employers. I have also noticed recently that some solo advisors are starting to design their practices around the premise of never meeting a client in person, but still maintaining an ongoing relationship.

It has struck me as odd that a business could seemingly be built on such a sensitive topic as money, and yet a client would never meet the person providing the guidance.

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