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XY Planning Network Offers Virtual Internships

Added on April 2020 in Manage Your Practice
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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.

WEBINAR: Navigating Difficult Conversations in Stressful Times

Added on April 2020 in Manage Your Practice
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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 

 

Give Your Remote Work Environment a Security Checkup

Added on April 2020 in Manage Your Practice
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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. 

Key Tech Steps for RIAs Working From Home

Added on April 2020 in Manage Your Practice
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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.

How a Top Advisor Is Communicating in a Crisis

Added on April 2020 in Manage Your Practice
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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.

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