It sometimes doesn’t seem possible that I’ve worked in the financial services industry for over 30 years!
And over those years, my industry has evolved at an increasing pace. So when COVID-19 slowed down in-person appointments, my staff and I used that time as an opportunity to re-examine our office, technology and partnerships to ensure that they are staying on the cutting edge.
In this 5-minute video, I would like to share with you some important and exciting changes happening at our office.
I believe you will appreciate the new services we are bringing online for you!