In a world where virtual meetings are standard, nothing can replace the connection of a physical, in person meeting.

In a world where virtual meetings are standard, nothing can replace the connection of a physical, in person meeting.

This is why although 99% of my client interactions are through phone, email, zoom or some other virtual method, I still offer in person meetings if requested.

Sometimes a new client is apprehensive with giving over their SSN and financial documents without truly making sure that I'm for real and not some scammer in Nigeria posing as myself. 

Or they want to feel a real connection with someone they'll trust with their tax returns, who will have the keys to important aspects of their financial well being.

From my point of view, there's a much better chance on closing on working with a client who comes for a physical meeting than someone I meet virtually.

The option to meet in person is also something people like to have an option for, even if they don't ever end up doing it.

I think that especially post COVID-19, people are looking for a real human connection with people they interact with and rely on.