In this episode of Talkin' Shop, I'm joined by Kyle Moore, CFP®, founder of Quarry Hill Advisors, to discuss how working from home has been going for him.
Kyle shares how his clients have been handling the current environment and how his "coaching" has helped them remain calm, with some even adding to their portfolios right now.
When we recorded this episode Kyle was actually at his office so he could hold multiple meetings back to back to back to back without being disrupted. He also shared a story of the internet going out right before a big meeting--everything worked out.
Be sure to subscribe to the YouTube channel--I have a bunch of conversations lined up with other advisors in the next few weeks. There will be a ton of great information and best practices shared in these episodes. You won't want to miss out!