Remote work has reshaped how financial advisors and business leaders connect with their teams and clients. While it offers flexibility and safety in times of disruption, it also requires intentional habits and reliable systems. From establishing a calming daily routine to leveraging technology for communication and client support, small adjustments can make a big difference in maintaining trust and productivity.
Here are the key points from the interview with Chris Boyd at Something More:
Human Connection
It’s important to be seen and establish a human connection among your peers. Set up a webcam and try not to worry about your background.
Daily Schedule
Start a habit—whether it be drinking coffee, dressing up for work, or even a short work-out. It will help keep your nerves calm. And when you’re calm, it will resonate with your clients, which they will remember.
Technology: Group Chats
Create some collaboration tools or Group IMs with your team. These are for urgent needs that require immediate attention.
Tip: You can use a software like Microsoft Teams, Google Hangouts, Salesforce Chat, Slack, or Zoom Chat.
Technology: Online Management System
In case of disasters and emergency like Covid-19, it’s best to access all your important documents and management systems online.
Technology: Phone System
It’s very important to stay in touch with your clients. So, set up a forwarding system with your phone or in your email signature, with the information on how to reach you for urgent matters.
