Different Work Location but Same Great Service

Different Work Location but Same Great Service

by A. Scott White, CFP® , ChFC® , CLU®
President, Scott White Advisors

On March 23, the Scott White Advisors team moved our operations to home offices. The COVID-19 infection rate was increasing, and in the interest of client and staff safety, we committed to provide the same level of service from our individual home office locations that our clients previously received from our Fort Myers office. Our IT support team got staff linked up to the firm’s server so we could work from home. If needed, staff were provided with computers and equipment necessary for their jobs.

Scott says that over the years, the team has worked remotely on occasion when hurricanes forced the office to close. “But this time is different, because we’ve been working remotely for many weeks now,” he said. Scott has been conducting meetings with clients by phone and via Zoom. Staff members have communicated by phone, email or internal messaging via Skype for Business with the ability to share computer screens with one another, team members were able to coordinate activities and continue working on their areas of responsibility.

Janelle says she’s grateful for the opportunity to work from home. “I’m a single parent with a 10-year-old child, so when our schools closed, I became a full-time teacher in addition to my role at Scott White Advisors. While balancing both can sometimes come with challenges, it is a huge relief that we have the option to work from home where we are safe and healthy,” she said.

“Our team has stepped up and met our clients’ needs while dealing with the challenges of this unprecedented time,” Scott said. “I’m very proud of them and we look forward to returning to the office and meeting with clients in person when the time is right.”