BOARDMAN — Despite the challenges of 2020, the Bury Financial Group office remained the top producing SagePoint Financial office in Ohio, achieving double-digit growth and ranking in the top 5% in the country.
President Todd M. Bury once again ranked in the top 1% among nearly 1,500 advisers at the firm.
Vice President Brian Laraway bumped up to SagePoint’s Honors Council and Greg Gett, a registered representative, joined SagePoint’s Achievers Council.
Registered Representative David Maxwell had another record year, posting a 29% increase in business.
With all the uncertainty of 2020, the firm did lots of “hand-holding” (virtually) to help keep their clients’ goals and financial futures intact, Bury says.
“By quickly adopting Zoom meetings, and posting video market updates once a week, we were able to stay in touch during the most critical times,” he notes.
Even before the pandemic, the firm made a significant investment in IT management, allowing staff working from home to operate just as effectively as in the office.
With the inability to meet in person, 2020 pushed the firm and its clients toward new technology solutions, such as e-signing, enhanced online account viewing and account maintenance.