There is a time for the human touch, when clients need to have an advisor in front of them. But, increasingly, advisors such as Lee Davis are embracing a virtual connection with clients and prospects, and are seeing it spur growth and increase efficiency.
Davis has a main office in Greenwood Village, Colo. and a remote or virtual home office in Scottsdale, Ariz. Here, he shares the inside scoop on how it all works.
