Although we continue to make some house calls, we’re now experimenting with charging an additional fee to come to their home or office instead of holding a virtual meeting. Though this charge may encounter resistance, we believe that with digital sessions becoming commonplace in many fields, it will become more understandable over time.
Increasingly, in a field where robo-advisors are gaining ground daily, less-wired clients will be willing to ramp up their home tech to get custom service.
Eric C. Jansen, ChFC, is the founder, president and chief investment officer of Westborough, Mass.-based AspenCross Wealth Management, which provides fee-only retirement-income planning and investment management services for high-net-worth clients nationwide.