The remote work and work-from-home trends seem to be here to stay. But, for many financial advisors, the shift happened abruptly with the COVID-19 pandemic and resulted in a crazy mess of thrown-together solutions.

Jason Park of Margo Park Financial, however, designed his business to operate in a fully remote fashion from day one. And that, as they say... has made all the difference.

The remote work and work-from-home trends seem to be here to stay. But, for many financial advisors, the shift happened abruptly with the COVID-19 pandemic and resulted in a crazy mess of thrown-together solutions. Jason Park of Margo Park Financial, however, designed his business to operate in a fully remote fashion from day one. And that, as they say... has made all the difference.

How to Design and Build a Fully Remote Financial Advisory Business

The Augmented Advisor podcast, presented by <a href="https://www.blueleaf.com/" target="_blank">Blueleaf</a>, is a monthly show hosted by <a href="https://www.linkedin.com/in/johnprendergast/" target="_blank">John Prendergast</a>.

The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable.

Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.

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The Augmented Advisor podcast, presented by Blueleaf, is a monthly show hosted by John Prendergast. The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable. Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.

The Augmented Advisor podcast, presented by <a href="https://www.blueleaf.com/" rel="noopener noreferrer">Blueleaf</a>, is a monthly show hosted by <a href="https://www.linkedin.com/in/johnprendergast/" rel="noopener noreferrer">John Prendergast</a>.

The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable.

Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.

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How to Design and Build a Fully Remote Financial Advisory Business

How to Design and Build a Fully Remote Financial Advisory Business