Scott Plaskett, CEO and senior financial planner with Toronto-based Ironshield Financial Planning, is no newbie to virtual meetings, either, having hosted them for about eight years. The move to virtual was motivated by a three-hour drive to the office in a snowstorm; he arrived only to learn that all his clients had cancelled.
After that, he started offering clients the option of online meetings, which they embraced — especially seniors, he says.
As requests for online meetings grew, Plaskett fine-tuned the practice. For example, all of the firm’s tools and software migrated to 100% cloud-based. “We needed to be able to support being virtual,” he says.
Virtual meetings have increased his productivity. There are fewer formalities, such as serving coffee, leading to shorter meetings. “You can get down to business much quicker,” he says.
