Regional Financial Planners have often been challenged with facing clients from Metropolitan areas, yet these gaps have been closed with the advent of technological advancements. Regional planners may even have an advantage, as they have more of a local presence, and the planning stage is often done face to face, adding a personal touch to their transactions.
Traveling to meet up with clients is one of the challenges regional planners face. They also have to travel for their career advancement, yet this has to be done in establishing them in the industry.
Technology may be a game changer, but it all boils down to establishing a relationship with clients. Whether you are a regional or metropolitan planner, the key is to ensure clients are getting their money’s worth, and the clients’ success is your utmost interest.
Read more on the Money Management website.