Many companies that have successfully worked remote for the past 24 months are maintaining the same connectedness with their team and clients while working side by side. How successful your team is in working with each other is an integral part of any business continuity plan. Now, with the CDC recommendations changing almost weekly, will remote work continue into 2022 as the COVID-19 variant numbers increase? RIA offices will once again make choices that will impact their business, staff, and likely clients.

After nearly two years of remote work for some offices, having your team remote may be a smart approach basing on health department guidance, infection data, and employee feedback. The short-term disruptions of remote work can save long-term consequences to many businesses when planned.

Daily check-ins with your team is essential for everyone’s mental health and to keep everyone focused. Periodic check-ins with clients is also essential. Our philosophy at AdvisorPeak is that when you hire the right team from the beginning, maintaining a remote team is not difficult when following a similar approach like when your team is physically in the office:

  • Delegating work
  • Trusting and having faith in your team
  • NO micromanaging
  • NO over-communicating

Invest in the right technology if you haven’t already done so to keep everyone connected and productive. At AdvisorPeak, we use tools as part of our tech stack to maintain our connectivity, no matter where we are:

Video conferencing provides visual stimulation to keep everyone on task and provides for more formal meetings. One on one sessions and group meetings can easily happen through online conferencing options, now fundamental to many businesses. For this to be effective, attendees need to turn their video on, and that should be strongly suggested.

Instant messaging apps provide a place to organize individual team communication outside of email. Email is by far the most used form of internet communication, but apps keep it channel-specific to the project and only the involved team members. Sending a quick message to check-in to see how a team member is doing and if they need your help is encouraged.

While working near one other is not always possible, arm your team with the right tech stack to stay connected to each other and clients. With many communication tools available today, building and maintaining business as usual during times of trouble is natural. 

We are hopeful fall conferences will take place and look forward to participating. In the meantime, now is a great time to evaluate your tech stack to ensure you’re ready for the possibility of remote work in the future.