Love, your Money - Wealth, Money, and Financial Advisor for Women 278: 5 Reasons Hiring A Virtual Financial Advisor Might Be Your Smartest Money Move
Once upon a time, managing your finances meant sitting across from an advisor in a big office, flipping through stacks of paper.
But times have changed and thanks to technology, you can work with an expert financial team from anywhere—without sacrificing trust, personalization, or expertise. In fact, you might prefer working with a virtual advisor, and we’re going to explain why!
In this episode, Hendershott Wealth Management advisors Jen Rupp and Alyssa Hause break down a few key advantages that come from working with a virtual financial planner, including:
✔ ️ Why location doesn’t have to limit your choice (or ours!)
✔ How technology helps us deliver better service and build more meaningful relationships
✔ The benefits of choosing a firm that aligns with your vision and values
✔ Why virtual advising makes financial planning easier, more efficient, and less stressful
If you’ve been debating whether a virtual financial advisor is right for you, this episode just might have your answer. 👀
Here’s what you’ll learn in this week’s episode of Love, your Money®:
- 02:18 What the old days of working with a financial advisor looked like
- 03:47 How working virtually keeps fees reasonable without compromising quality
- 06:37 What it really means to work with a fiduciary advisor who puts your best interests first
- 08:07 How a tech-forward, process-driven firm can save you time and sanity–and keep your finances more secure
- 11:30 Here, there, and everywhere: The value of continuity with a financial advisory team, no matter where your life takes you
- 12:56 How we build even more meaningful relationships when working virtually
- 17:32 What you’re investing in when you pay a virtual advisor–and exactly what you can expect when you make Hendershott Wealth Management your financial advisory team
Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/hiring-virtual-financial-advisor
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.