Episode 65: Are Virtual Meetings as Good as In-Person?

Update: 2024-05-13

Description

What are the perks of virtual versus in-person client meetings? In this episode, Tommy, Ben, and John weigh the advantages, exploring how virtual meetings offer unparalleled flexibility and opportunities. They will explain how virtual meetings not only save time, but also provide greater access to financial advice, as well as the less intimidating nature of virtual interactions, where discussing finances from the comfort of home can alleviate stress.

Access the full show notes at Mason & Associates, LLC

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for Federal Employees

2024-11-1151:46

SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Employees Should Know

2024-10-3152:51

Episode 77: FERS Pension Explained: Key Retirement Options and Benefits for Federal Employees

2024-10-2847:16

Episode 76: Estate Planning Across State Lines for Federal Employees

2024-10-1401:20:25

Episode 75: Why Federal Retirees Need Specialized Advice

2024-09-3047:11

Episode 74: Protecting You from Yourself

2024-09-1648:54

Episode 73: Maximizing Social Security with Elaine Floyd

2024-09-0257:25

Episode 72: Are You Ready to Hire a Financial Advisor?

2024-08-1943:01

Episode 71: Activate Millionaire Powers

2024-08-0547:05

Episode 70: Mastering Your Financial Plan

2024-07-2243:30

Episode 69: Distribution Planning Assumptions

2024-07-0844:20

Episode 68: TSP Competitive Advantages and Disadvantages

2024-06-2445:53