Tag Archives: Virtual Office

FEATURE

2. From The Ground To A Digital Space: The Foundation of Gen X Wealth Partners



Your schedule is already packed. How can you find the time to create your financial plan?

In this episode, Michael Labos discusses the Gen X Wealth Partners financial planning process. Michael shares what it was like to build his firm while revealing how he leverages technology to provide a virtual experience to clients, saving them time and money.

Michael discusses:

  • Reasons he created a virtual practice
  • How he leverages technology for his clients
  • The importance of communication
  • The key components to consider when creating a financial plan
  • And more!

Resources:

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