Master Your Finances Kurt Baker with Tom Smith

Written by on September 19, 2020

Our host, Kurtis Baker, is joined by Tom Smith, owner of Intelligent Office located in Princeton, New Jersey (https://www.intelligentoffice.com). He visited us and talked about virtual services, what differs them from others and what services they offer on this pandemic and more.

Check out this episode!


Transcript :

00:33 Kurt Baker: Good morning and welcome back to another edition of Master Your Finances, presented by Certified Wealth Management and Investment. I am Kurt Baker, a certified financial planner professional located in Princeton, New Jersey. I can be reached through our website, which is www.cwmi.us or you can call me directly at 609-716-4700. This week, very pleased to have with us, Tom Smith, who’s the owner of Intelligent Office located in Princeton, New Jersey, which offers virtual assistant services and office and meeting space. Throughout his career, he has been involved in commercializing new products and services and starting new businesses. Previously, he was in the polymer, chemical and floor covering manufacturing industries. He is a graduate of Lehigh University with a BS in Business and Economics and an MBA from Penn State University. Tom, I know you were on here a while ago, you were telling me just before we started, it’s been over about five and a half years, but I think a lot has… I know a lot has happened in the business world so I’m sure some things have happened in your space as well.
01:40 Kurt Baker: And I know as I told you back then, that space had been around, it had been pretty well established at that point, but I think now, given all the things we’ve seen over the last roughly six months, my guess is that people are probably leaning on your expertise and your services even more ’cause I know that large company owners that I know and many medium-sized companies, they are definitely transitioning part of their time to online. They’re finding it’s more efficient. You have things like… I asked my wife the first time she had a telemedicine, they found out a doctor can actually do certain things over the video that maybe they didn’t even realize they could do. I think just as a community, a business community, we’re finding we could do a lot more virtually, which really kinda leads right into your expertise. Just to kinda start off, maybe give us a little idea of what you do and then maybe what you’ve been seeing develop over the past six months as the pandemic hit and things that you started to see develop over time.

 

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