On some level, when I think about the future of my money, I envision an old man in a suit that cost what I make in a month sitting on the top floor of a restricted access building. I want him to be so wealthy he makes my money grow just by looking at it.
The reality is far different (sexism aside). With today’s technology, you can provide value to clients by utilizing Atlanta Virtual Offices for Financial Planners. Don’t take my word for it, there is a great book from Bloomberg Press - "Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours."
That sounds great- now my financial planner is saving his time, my money, AND the environment. I admit to searching the address of my planner to make sure he was not in one of my competitors locations, but had he been in one of mine, I would have complimented him on his thrifty ways!
Another great benefit to the Virtual Office model is the on demand booking. Your financial planner can grab an office or meeting room as need- even afters hours. I work 8-5, so I can't meet 8-5 and I appreciate a planner who can schedule their time with the flexibility a Virtual Office Provides. With Cloud based, mobile, and social computing a planner can truly work Virtually anywhere.
Investment News has an article named “Can an adviser thrive in a Virtual Office” which follows the journeys of advisers utilizing a Virtual Office, and how they made the transition successfully.
So weigh in, tell me, would you hire a financial planner knowing they had a Virtual Office? As a Financial Planner, would you consider a Virtual Office? Personally I think that Virtual Offices for Financial Planners is brilliant, it shows me that I hired someone frugal & who will hopefully be frugal with my money while helping it grow.