From Sponsored by Trinet
0 visitor like this article | Viewed 5516 times | 0 comment
Thursday, April 23, 4:00-5:00 PM EDT
Summary: An educational session providing Financial Advisors with tools to help them better communicate with their clients. Featuring Dr. Mikol Davis and Carolyn Rosenblatt, RN. This presentation will cover:
* Specific techniques on how to put clients at ease while having stressful conversations
* Examples of what to say, and what not to say
* Ample time for Q&A, so come prepared with specific questions
Register Here: https://www.eventbrite.com/e/webinar-navigating-difficult-conversations-in-stressful-times-tickets-102814055608
From RIA Match
Added on April 2020 in M&A Issues
0 visitor like this article | Viewed 3291 times | 0 comment
Summary: Former UBS Financial Advisor looking to join existing RIA as a possible successor. Quick hits: Georgetown grad, former Credit Suisse institutional salesperson, led VC backed fintech startup in retirement income space. 31 years old. Strong network/ties to the community. NYC/CT based, but open to relocation.
From wealthmanagement.com
0 visitor like this article | Viewed 3472 times | 0 comment
Summary: It will probably be several months—or perhaps the year 2021—before we have firm data on just how many in the American workforce actually worked from home during part, or all, of the COVID-19 pandemic. It will likely take longer to study, collect, collate, analyze and accurately report on how and when peak internet usage occurred in different parts of the country, and among major enterprises and companies.
From ThinkAdvisor
0 visitor like this article | Viewed 3209 times | 0 comment
Summary: There are five key guidelines for RIAs to follow while working remotely from home during the coronavirus pandemic, according to Wes Stillman, CEO of RightSize Solutions, a provider of cloud-based cybersecurity and IT management solutions for the RIA industry.
From ThinkAdvisor
0 visitor like this article | Viewed 3149 times | 0 comment
Summary: Catherine Valega is a fluent in both numbers and multiple languages. In fact, if she hadn’t started her career on the Lehman Brothers bond trading floor, she might have been a full-time linguist.
