Keys to a Virtual Advising Model
Charlie Rocco of MONECO Advisors discusses how Covid-19 forced the financial services industry to go virtual.
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Charlie Rocco of MONECO Advisors talks on our NextGen in 10 Podcast about how to make a remote advising practice work, and the benefits and challenges of instituting distance-based business practices. This episode continues a conversation on how Covid-19 has changed the financial services profession and what effects those changes have had on clients, advisors, and the business as a whole.
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