In this episode of Talkin' Shop, I'm joined by Matthew Ricks, CFP®, a financial advisor with Corporate Executive Financial Group in New York City, as he works not from home, but from his parent's home in Florida. Matthew was smart and got out of New York City before COVID-19 really hit the city hard.
Matthew shares how he's managed to continue working with his clients while sharing a house with 8 other people, including his two young boys.
It's not surprising Matthew's tip for other advisors is centered around being present with your family when it is family time.
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!