Meeting with clients in 2020 - It's a whole new world!

It's 2020, and while I was hoping for a little more hoverboarding aka Marty McFly, a little less pandemic, on the upside technology like Zoom is meaning that I am having a whole lot more fun! Speaking with clients about their dreams and aspirations, helping them run their lending better, and supporting them to plan for the future is actually really cool, and quite the honour and privilege!

Yesterday, I had a post settlement meeting with Connie, one of my favourite clients (oh, who am I kidding, I have soooo many favourites!) for a post refinance review. We wanted to make sure that Connie and Patrick have all their banking lined up as we are expecting and have planned, renaming and customising, to ensure that their transition to Macquarie runs as smoothly as possible, and they start achieving the outcomes we set out to achieve, as quickly as possible.

What was great about this, is that Connie was at home, as was I.... both working from home now, no travel time was required, nor syncing of other activities to make sure we were in the same place at the same time, and it was fun!

And while I would still like to be able to arrive to meetings on my hoverboard, Zoom is not a bad alternative at all, and, there is no risk that I might fall off!

Want to check in, see if we can run things a little better for you?

let's chat!