Work More Productively Blog | Premier Workspaces

How Financial Advisors Leverage Shared Workspaces to Succeed

Written by C. Brown | 10/02/2019

Financial advisors are in a unique position when they are first starting out and considering a business space rental.

Financial advisors are asking their clients to entrust them with their money — their futures, and the futures of their loved ones. They have to know what they’re doing. They have to project a truly successful professional image.

It can be difficult to create this impression if you’re working from home, or if the only office space you can afford is in an old building in a run-down part of town.

For these reasons and more, many financial planners are looking to coworking for their business space rental. The benefits are many.

Save Money and Time

First, renting a coworking space saves money. You aren’t locked into a long-term lease; you can rent for as little or as much time as you want. This is important especially if you are expecting to grow and hire workers. Leasing would force you to pay for more space than you need to start out — or make for cramped quarters later if you opt for less square footage in the beginning.

With flexible space rental, you also don’t have to invest in furniture and supplies — everything you need is ready and waiting for you.

Renting in a coworking space also saves you time — and time is money. You don’t have to worry about utilities or janitorial services or other building and maintenance issues. 

Project the Right Image

An important aspect of a coworking space for financial planners is the image it presents. You get to do business from an upscale location for a fraction of what you would pay to lease space in a similar location on your own. 

When you choose Premier Workspaces, you get a more professional atmosphere along with convenience. Some coworking spaces look like an Ikea showroom, full of plastic, garish colors and odd-shaped furniture. Premier Workspaces is smartly appointed with sturdy wood, genuine leather, and shiny marble. It’s coworking for grownups.

Receptionist Support

Another important feature of an executive coworking space is the presence of a receptionist. While receptionists definitely lend an air of professionalism to any office, they’re also helpful with time management. 

Many clients arrive early for appointments, and if you are renting a small office space, you will have nowhere for them to wait. Plus, they will interrupt whatever work you were trying to finish before the appointment time. 

When you have a receptionist and a reception area, your clients can wait comfortably in stylish surroundings. They can look at a magazine and have some water or coffee. 

Ensure Confidentiality

When you take advantage of executive space rental, you may choose a private office or a common area. If you go with the latter, you may still opt to use a conference room for any meetings you may schedule.

With financial matters especially, privacy is paramount. No one wants to talk about confidential financial matters in a common room, a coffee shop, or an office with paper-thin walls. You can use these spaces to help protect privacy during virtual meetings as well.

Executive Office Space Rental with Premier Workspaces

If you’re a financial planner looking for a business space rental, see what Premier Workspaces has to offer. We have more than 90 locations in cities throughout the U.S., each staffed with an energetic and efficient support team. Schedule a tour of a Premier Workspace today!

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