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Summary: Can financial advisors achieve net organic client growth in a time of crisis?Yes, RIA executives say: by deftly handling inbound inquiries and judiciously strategizing outbound marketing and prospecting.
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT
In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment. Learn more
Topics addressed include:
- Contingency/Continuity planning
- Managing work-from-home issues
- Phishing email scams
- Resources for RIAs and their clients
Register Here
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Summary: If securities regulators and advisers work from home for an extended period, it will change the look and feel of oversight and create drawbacks for both groups.
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Summary: Like many others across the country, financial advisors and firms have raced to become accustomed to a new way of working. Many offices are now empty, with many firms working entirely with clients, and colleagues, remotely.
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Summary: Not too long along, I was traveling around the country nearly every week to present educational seminars about Social Security and Medicare to financial advisers and consumers. I remember thinking I would love a break in my hectic travel schedule so I could focus on my writing deadlines and other projects. Talk about answered prayers!
