Ninamarie Jeffrey is the founder of Content Ally and provides advisors with social media consulting, management, and content creation.
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This is the third interview in our “My New Normal” series—check out entries one and two.
In this series, I’m talking with financial advisors and the people who work with them to learn how COVID-19 has impacted their working environments, and how they think the wealth management industry will change as a result of an increase in remote, digital-first work.
I went out on my own full time as a marketing consultant and musician. I also got married. Several good things happened to me during COVID. Shhh!
I’m newly fully remote, so it changed quite a bit. Working from home, I’ve had to establish all-new routines to manage my time and projects.
More efficient. Not only am I rid of an hour commute, working from home suits my nature.
I’m what you call an introverted extrovert. I thrive working without the constant office socializing. It means I can be much more productive as a musician also, fitting playing in between work easily.
Slack has provided a great way for Content Ally to check-in with clients in an organized way, where all docs can live, and we can be in touch with full marketing teams instead of just one contact, as that’s often the setup. I am currently exploring Clickup for even more organization.
I’ve seen the light! I’m planning to design my life around remote work. I’m finding it works way better than a traditional setup, where I waste time and other resources, have little flexibility and wind up spending too much 💰 on Starbucks.
Now I make an excellent cup of coffee at home and schedule regular brainstorming sessions at the beach with my flexibility.
I don’t think we are there yet, and I would say that has much more to do with mindset. Financial services—and other industries—could be more digital if people were willing to embrace the tech available.
We need to build structures around the new possibilities tech creates, instead of adjusting our old models. I think we’ll need more industry disruptors fully embracing digital from the ground up to push the change industry-wide.