The Advantages of Working with a Financial Advisor via Video Conferencing

Did you know that you can access financial planning services from the comfort of your own home? In addition, modern technology makes it easier than ever to meet with a financial advisor, giving you the advantage of choosing the a provider without the limitations of geographical location.

The Advantages of Working with a Financial Advisor via Video Conferencing

Here are a few of the benefits of choosing a financial advisor who offers video conferencing services:

Efficient Meeting Schedule

Since you are meeting virtually, you can save time and money since there is no need to get in the car and commute to the financial advisor’s office. This flexible way to meet gives you the option to fit the meeting in during your lunch break or whenever is most convenient for your schedule. Video conferencing is fast and easy, without affecting your schedule with other daily activities that you enjoy.

Digital Sharing

Communicate faster and more effectively with digital tools that allow file transfers, screen sharing, and more. For example, video conferencing allows the benefits of face-to-face conversations while also enabling new features that make it simple to review your financial information from any location.

Better Communication

Meeting virtually makes it easier to maintain an open line of communication with your financial advisor. Whether you are preparing a retirement strategy together or working on comprehensive financial planning, you can always meet when it is time to discuss specific details.

Choose the Best Advisor

Digital services give you the flexibility to compare the services of providers in many different locations. Before video conferencing became popular, customers were limited to working with financial advisors that had locations close to home. Now, online access gives you the option to meet with anyone, regardless of location. As a result, you can focus on the quality of services instead of worrying about how you will get to the office for meetings.

Do You Need to Talk to a Financial Advisor?

As you can see, there is a long list of benefits to meeting with a financial advisor over Zoom. If you are considering these services, then we invite you to see how our team can help.

At Bulman Wealth Group, we offer comprehensive financial planning services. Contact us to schedule a consultation and learn more about the ways that we can help.

Disclosure: All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Chris Bulman Inc. dba Bulman Wealth Group an SEC Investment Advisor notice filed in California, Pennsylvania, Texas, and Nevada. Investment Advisory Services also offered through Retirement Wealth Advisors, LLC. a Registered Investment Advisor. Bulman Wealth Group and Retirement Wealth Advisors, LLC. are separate entities, independently owned. Insurance products and services offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0D57586. Being registered as an investment adviser does not imply a certain level of skill or training. Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of California, Pennsylvania, Texas, Nevada, or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. 

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