Broker Check

First Quarter Practice Update

April 09, 2021
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First Quarter Practice Update

The first three months of the year are behind us and already a great deal has changed. For the first time in over a year I feel like I can see the light at the end of the COVID-19 tunnel. With many of my clients being vaccinated, my own first vaccine appointment coming up next week, and states putting together their reopening plans, I’ve starting thinking about what my own practice will look like after lockdowns are in the rearview mirror.

I feel strange starting to think about what normal is going to look like when it feels like I only just now have figured out how to run my practice in the COVID world of Social Distancing and masks. But if I’ve learned nothing else, it’s that change is constant since this is neither the first nor the last time I’ll be adjusting how my practice works. So, what can you expect, as a client, in the coming year from Matthew Tyo, RICP®?

In person appointments will be coming back…

In person meetings with clients and prospects is what I’ve missed the most during the last year. It made me feel connected to you all as people and made me remember the human facts behind the numbers of financial planning. So, once I’m fully vaccinated, in accordance with CDC guidelines, I’ll be seeing people in person again.

But my schedule will look different…

But even with seeing you in person, how and when that happens will be different. I’ve realized some really amazing boosts to productivity and efficiency working remotely from home and I don’t want to lose those. Instead of four days of house call appointments, I’ll be restricting it to two. Saturdays and an undecided weekday will be my days for in person meetings coming out to meet you as I always have in the past. The remaining days I’ll still be interacting with you all, but by phone or video conference.

And I’ll be seeing the office a lot less…

Not commuting to the office and not having house calls gave me back more than eight hours per work in productive work time. And while in person house calls were first on my list of things I want to bring back, going back to the office was pretty low priority, in part because my office is 30 minutes in the opposite direct of nearly all my clients. This remote work won’t be impacting the client experience, however, because working during COVID has meant I have all the work solutions I need at my home office. So right now, I’ll probably be seeing the office once a week.

So that’s the plan, for now…

Of course, I would be remiss if I didn’t say all the above is subject to change. This plan is based on current assumptions, and the last year has taught me those can change pretty darn quickly. Thank you all for reading and if you have any questions about anything regarding my practice, or your personal finances, please don’t hesitate to call or e-mail!