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We understand life is busy and we’re always looking for opportunities to save you time and make your life easier. On that note, we’re happy to announce a new instant screen sharing feature making it much easier to work with us remotely: Join.Me!
 
Effective immediately, you’re able to connect and see our screen instantly anytime, anywhere from your phone, tablet or computer. It’s ridiculously simple and perfect for long distance reviews, quick questions as well as a convenient alternative to an in-person meeting or call. We’re even able to do simple video conferencing! 
 
How Does It Work?
Simple- We send you a quick email or link, click it and boom you’re in! There are no downloads, registrations or complicated dial in numbers.  Here’s a quick video link to show you how it works: How To Join A Meeting.
 
We’ve introduced some great new services and tools this year to make your life simpler, easier and more organized. We’re are happy to go over any of these with you and can even share a screen to walk you through a few of these from home! Here’s a quick recap so far:
 
Tech Tools:
  • Aggregation – link See your whole financial picture in one place
  • Life Plan Access – direct access to your Life Plan in Online Investor Access
  • Vault – link share and store your files quickly, securely and easily
Office & Service Experience Enhancements:
  • Shredding - we provide shredding bins year round here at our office.
  • The Lounge- Relax, enjoy or get some private work done right here in our office.
  • Conference Room- Reserve our conference room for work or personal meetings!
  • Sweet Shoppe- Bring the kids, grandkids or just grab something for yourself!
  • Dog Treats- Yup, you heard right, bring your pup in anytime for a treat from us!
  • “Beverage” Center- You name it & we got it (must be 21yrs of age) J
Keep the suggestions coming as we’re always looking for ways to improve our service to you.

Have a great weekend,
Gavin Gleason, President
 
 
 
 
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gavin@gleason-group.net    (502) 882-7300

The Gleason Group 9418 Norton Commons Blvd, Suite 100 Prospect, KY 40059

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