Knowledge and Insight > Thought Leadership

The Rise And Rise Of The Virtual Financial Advisor

Rueters | Financial Advisor Magazine, March 2014

Summary:Most of Sophia Bera's financial planning clients have never met her in person, and they don't seem to care.Bera, a newly minted financial advisor in Minneapolis, operates almost completely online. The majority of her clients are twentysomething millennials, and most of them are outside Minnesota.

People need to be able to see you. Do you look like someone who is going to be trustworthy that I want to work with?"

Michael Kitces, Partner and Advisor, Pinnacle Advisory Group.

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