By: Michelle Schriver | Advisor’s Edge
Read More, and see what Scott Plaskett says about Advisors don’t skip a beat – or a meeting – during Covid-19
Scott Plaskett, CEO and senior financial planner with Toronto-based Ironshield Financial Planning, is no newbie to virtual meetings, either, having hosted them for about eight years. The move to virtual was motivated by a three-hour drive to the office in a snowstorm; he arrived only to learn that all his clients had cancelled.
After that, he started offering clients the option of online meetings, which they embraced — especially seniors, he says.
As requests for online meetings grew, Plaskett fine-tuned the practice. For example, all of the firm’s tools and software migrated to 100% cloud-based. “We needed to be able to support being virtual,” he says.
