The Skyping of the industry

February 26, 2013 by Daniel Williams

When I visit financial advisor Lee Davis in his secret desert lair, a second home he maintains in a gated golf community in Scottsdale, Ariz., I’m not sure what to expect. Davis uses the space as a fortress of solitude as well as a virtual office, and snowbirds down there to retreat from Colorado’s cold winter months.

Having previously met in his main office in Greenwood Village, Colo., we had discussed the theme of this story — to find out if a successful advisor can thrive using a virtual office. Click here to read…

Originally Posted at LifeHealthPro on February 12, 2013 by Daniel Williams.