Chelsea Seibel, CFP®
The Yingling Group, RBC Wealth Management
15 South Cranberry Road, Suite B | Westminster, MD 21157
410-848-9333 | www.yinglinggroup.com
Chelsea is a Financial Advisor with The Yingling Group at RBC Wealth Management in Westminster. She has an extensive wealth planning background and holds her Certified Financial Planner™ certification.
How did the pandemic make you pivot your business?
In general, the pandemic has completely transformed the feel of the financial industry which has been slow to keep up with modern times. We were lucky that RBC was equipped to handle the quick change we needed. In March, all processes and meetings went virtual to keep our staff and clients safe. It was an adjustment for many of our technology-adverse clients. However, once we got over the initial hurdle, we found that many clients preferred the online method. It saved clients the commute and made us even more accessible from home or work. We’ve met other family members (furry members included!) for the first time and got a more in-depth look at our clients’ lives. It’s been a very trying time for many people and our job is to be there for our clients when they need us the most.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.