Edge Wealth Strategies 的动态

Zoom meetings are super convenient—I can chat with clients in Sri Lanka, Chicago, and LA all in one day without leaving my desk. But let's be honest, convenience often comes at the cost of sacrificing real connection. Shiv and I have worked together for over three years, and despite living less than half a mile from my office, we never managed to meet in person—until yesterday. Needless to say this was quite the wake up call. The reason I am in this business is for the connection, and the relationships that I have with my clients- and there is a much better way to connect than zoom. It is always important to take the time.