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Summary: Financial advisers who are sheltering in place as a result of the COVID-19 pandemic can no longer turn to traditional methods for recruiting clients, such as attending a local chamber of commerce event or an alumni reception.
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Summary: XY Planning Network created a virtual internship program to help financial planning students whose internships were canceled amid the coronavirus crisis.
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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
Added on April 2020 in M&A Issues
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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.
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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.
