In this episode of Talkin' Shop, I'm joined by Scott Sather, a fellow CERTIFIED FINANCIAL PLANNER® professional up in Canada, to discuss how he has been managing to work from home. Scott has noticed that although "this time may not be all that different", the way clients are behaving is different from past crises.
In the past, clients were more fearful, but Scott has seen that clients are viewing the current environment as an opportunity. The fear he's seen in the past is not there and calmer attitudes are the status quo--at least in regards to their financial plans.
Like many others, Scott points out the importance of physical activity as an important part of his daily routine.
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!