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EPISODE · Oct 1, 2020 · 37 MIN

Meg Bartelt On Mastering the Virtual Client Experience

from Becoming Referable Podcast · host Becoming Referable Podcast

Meg is the founder of Flow Financial Planning, LLC, a virtual financial planning firm dedicated to early-to-mid-career women in tech. She advises her clients on every aspect of their financial lives, specializing in stock compensation. And most of that work has always been conducted virtually. Take away quote: “Client relationships do not have to suffer [...] The post Meg Bartelt On Mastering the Virtual Client Experience appeared first on Becoming Referable.

Episode metadata supplied by the publisher feed · Published Oct 1, 2020

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Meg is the founder of Flow Financial Planning, LLC, a virtual financial planning firm dedicated to early-to-mid-career women in tech. She advises her clients on every aspect of their financial lives, specializing in stock compensation. And most of that work has always been conducted […]

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Meg Bartelt On Mastering the Virtual Client Experience

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