From ThinkAdvisor
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Summary: Everyone is spending a lot more time at home these days. Those of us fortunate enough to still be working are working from home. We’re cooking, cleaning, eating, teaching, gardening, binge watching and more.
From Financial Planning
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Summary: Our newly independent practice turned the challenging shift to virtual events into charity for a good cause, a great time together with existing and prospective clients preparing delicious food from one of our favorite local restaurants.
From ThinkAdvisor
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Summary: When the stock market plummeted as a result of COVID-19 and the economic uncertainty it created, financial advisors saw an uptick in the number of investment-focused clients looking for advice. After all, the Dow suffering the most severe drop since 1987 was reason enough to drive investors into a state of panic.
From InvestmentNews
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Summary: How can advisors prioritize a work-life balance when things feel out of balance? These tips may help you take care of yourself so you can continue to take care of your clients, business, and staff.
From Advisor Perspectives
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Summary: Quentin Marshall hired three people over the past two months. He filled the roles without meeting any of them in person.
Recruiting during a pandemic requires “breaking down a lot of prejudices about how to do things,” said Marshall, head of private banking at U.K. lender Weatherbys. “Once you get over this idea you must be sharing the same oxygen molecules as them, you just get on with it.”
