In this episode of ThimbleberryU, Jag and Amy delve into the benefits and functionality of virtual financial advising, a model that Thimbleberry Financial has embraced fully. Amy explains how their transition to a 100% virtual advisory model was initially born out of necessity during the COVID-19 pandemic but has since proven to be a more efficient and effective way to serve clients. By catering to their tech-savvy, healthcare-focused clientele, this approach has saved time and made financial planning more accessible.
Amy highlights the seamless integration of technology into their services. Through secure platforms like Microsoft Teams, they conduct interactive sessions where screen sharing and real-time guidance keep clients engaged and ensure they understand every aspect of their financial plans. This virtual method also offers greater flexibility, enabling clients to meet from home, at work, or even while traveling within the U.S.
Despite initial misconceptions, Amy dispels the myth that virtual advising is less personal. She emphasizes that trust, communication, and understanding, not physical proximity, build connection. Clients still receive the same personalized care and attention, from initial consultations to ongoing check-ins. The virtual format even enhances convenience, as meetings can adapt to clients’ schedules without the burden of commuting.
Amy recounts how the virtual model benefits clients, particularly busy professionals, who appreciate the efficiency of hopping into meetings without interrupting their day. She also notes the technology’s role in maintaining client relationships even when they relocate, a challenge in pre-pandemic times.
For anyone hesitant about the virtual format, Amy assures listeners that technology simplifies the process without sacrificing the personal touch. Thimbleberry Financial’s approach is designed to integrate seamlessly into clients’ lives, helping them confidently and efficiently achieve their financial goals.
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.
The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
