In this episode we talk with executives and advisors from the bank and credit union channel about the “aha moments” they’ve experienced while working remotely through the COVID crisis that will forever change, for the better, the way they’ll work going forward.
We hear them discuss the efficiencies that were always available but not realized until now. The technologies they thought were to arduous to learn that they are now embracing on a daily basis. Relationship development opportunities that never existed before.
We also hear about an advisor who, two years ago, decided to move from the U.S. to New Zealand but has been able to keep his job, successfully serve his U.S. clients from the other side of the world, and now serves as a model for how to work effectively on a remote basis with clients during the COVID epidemic.
In addition we’ll touch on how financial planning and advisory relationship have made a significant difference as advisors guide their clients through the COVID-related market volatility.
We would like to express our sincere appreciation to our friends at CUSO Financial – Sorrento Pacific for their support in making this episode possible.
Scott Stathis of Stathis Partners
Kevin Mummau & James Campone of CUSO Financial/Sorrento Pacific
Cynthia Pollard, (Bellco Credit Union) Gateway Services Group
Stephanie Gudka, CFP, Bellco Credit Union
John Marx, Elevations Credit Union
Scott Herrmann, CFP, Elevations Credit Union
Sheli Emerick, Elevations Credit Union
Jim Fujinaga, Hancock Whitney Investment Services, Inc.
Ross Kantor, Hancock Whitney Investment Services, Inc.
CUSO Financial/Sorrento Pacific
Band: A Rusty Something (Nick Simpson)
Song: Someone New