How to Tackle the Blurred Boundaries of Working Remotely

What’s really happening when advisors no longer have the physical benefit of a home/office divide?Here, Danny Wareham deep dives into the challenges many advisors now face when handling customer calls at home, and how reintroducing forms of closure can make the world of difference.The Call Ends, But the Conversation Doesn’t Quite Leave the RoomThe advisor leans back slightly. The line disconnecting with a soft click signals, at least operationally, that the call is complete.Another contact h