A Guide for Zoom-Challenged Advisors

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dear Bev,

Our team members are on Zoom like most advisors. It goes fine. We have a good system and an engaged team. Lately though, one of our advisors, who owns a second home in Florida, has been logging in from his pool area. Florida is about the only place in the country having beautiful weather and the rest of us (our firm is located elsewhere) are dying under freezing temperatures, ice and snow.

It rubs us the wrong way. We know he is there; it is imprudent to be shoving it in our faces. No one else goes elsewhere to hold a call. If we do, we put a background behind us.

And that’s my point,

I am not asking him to be inside. I’m asking that he not show us the life of luxury he is living. This advisor works fewer hours than the rest of us and considers himself semi-retired even though he wants to have an opinion on everything. This sends a bad message to our younger advisors. I walk away from every one of these interactions more and more irked that he has no sense of the message he is communicating to everyone: “My life is good, and I really don’t care what you all are going through”.

Am I over-reacting? Is this common among other firms?