Given the choice, most financial advisors would rather deal with client issues on a deck in the sunshine than in an office under fluorescent lights. In the summer, many do just that. Thanks to modern cloud-based services, you can create a mini-office at the cottage, putting out fires in the morning before going swimming with the kids before lunch.
Setting up the proper technology to work at the cottage takes a little planning, though, warns Jill Tipping, president and chief executive of the BC Tech Association in Vancouver. Even advisors who run small, independent practices should consider how their technology for working remotely integrates with all of their existing tools, she advises: “Think about what your workflow is as a business rather than just picking up one piece [of technology] for this and one piece for that.”