Filed Under:Your Practice, Practice Management

The virtual advisor

Opinion

Steve Plewes didn’t get into the financial services industry with the idea that he’d become a virtual advisor. At that time, 32 years ago, the concept of “going virtual” might have sounded like something out of the imagination of Star Wars creator George Lucas.

But Plewes, CLU, ChFC, founder of Maryland-based Advisors Financial Strategies Inc., tells me he’s always been an early adopter of technology. “I like to dive into new things,” he says.

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Nichole Morford

Nichole Morford
Managing Editor

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