 People need to be able to see you. Do you look like someone who is going to be trustworthy that I want to work with?"Michael Kitces, Partner and Advisor, Pinnacle Advisory Group. |
The Rise And Rise Of The Virtual Financial Advisor
Rueters | Financial Advisor Magazine, March 2014
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Summary:Most of Sophia Bera's financial planning clients have never met her in person, and they don't seem to care.Bera, a newly minted financial advisor in Minneapolis, operates almost completely online. The majority of her clients are twentysomething millennials, and most of them are outside Minnesota.
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