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Summary:
Tuesday, April 28, 2020 | 4:00 PM – 4:45 PM EDT
While we don’t yet know how long work-from-home will last, we do know that we continue to learn from this brand new world. In this interactive session, we’ll share lessons learned over the past few weeks and how to adopt this knowledge in order to strengthen your firm’s technology management. We’ll look at a range of process improvements that can be implemented to ensure your firm continues to stay efficient and secure. And finally, we’ll explore what this ‘new normal’ may look like and strategies to prepare your firm and employees to best serve clients and prospects in the months ahead and year ahead.
Register Here
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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.
