Financial Planners Increasingly Use Virtual Office Space

About 20 percent of financial planning firms with between one and five employees offer telecommuting. And about 21 percent of financial planning firms with six to 30 employees and 27 percent of firms with 31 or more employees offer this alternative workplace strategy. So says the 2010-2011 Financial Planning Survey from the Financial Planning Association.

Those are points highlighted in an article in Financial Planning called, “The Perks of Telecommuting for Advisors.” The article by Donna Mitchell explores Parsippany, N.J.-based Summit Financial Resources, a wealth management firm that does not sit down face to face with prospective clients. The firm uses teleconferences instead.

“About 90 percent of its professionals are based in Parsippany, and it runs offices in New York City, Westchester and Fairfield County, Conn., and the firm manages about $3 billion in client assets,” Mitchell writes. The article goes on to say that Summit is not alone in its embrace of teleconferencing. Modern Wealth Management, with offices in Boston and New Jersey, is also on the teleconferencing bandwagon.

What does this signal? The telecommuting and teleconferencing trend is clearly gaining a head of steam in the financial planning industry. Davinci Virtual Office Solutions offers virtual offices in cities like Parsippany and Boston and beyond. Let’s take a look.

Davinci’s virtual offices in Parsippany are located at 181 New Road. Also in the northeast, Davinci’s virtual offices in Boston are located at Ten Post Office Square. Davinci also has virtual office space in nearby Cambridge, Marlborough, and Woburn.

All of these virtual offices have something in common: You get a prime business address, mail package and receipt, access to a business support center, a lobby greeter, a client drop off and pick up point, and mail forwarding and shipping services. You can even rent a conference room or a day office on demand.

So whether you are in the financial planning industry or some other professional services industry, consider the value of telecommuting from a virtual  office. Then reach out to Davinci Virtual. We’ve got virtual offices in cites large and small around the world.

Check out this great video on Boston:



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