May 19, 2020

Inventing Your Future

Sent by Jonathan Stark on May 19th, 2020

This week on TBOA, Rochelle and I explore this idea:

With the world in such a flexible, malleable state right now comes a unique opportunity to decide how you and your business can best move forward.

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“In this one year it feels like we’ll get 10 years of movement on this thing (working remotely).”—JS

“Being there for your clients as a sounding board is where you as a professional advisor can be helpful, valuable and rare.”—RM

“Maybe this is a time to be moving up—increasing your altitude in involvement with your clients—talking about bigger picture things.“—JS

“There’s an opportunity here to zig while everyone else is zagging.“—RM

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