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Summary: Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done.
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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.
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Summary: Have people gone crazy? A client called me this week from the hospital. She is 76 years old, was in reasonably good shape but was pushed down in a stairwell because she was not wearing a mask bringing groceries to a neighbor.
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Summary: I would have considered myself an introvert prior to the COVID-19 situation. I prefer to close my door at work and focus on the investment portfolios. I’m not big on chatting with clients outside of their portfolio results. I always brought one of my colleagues along who enjoys talking about trips and family. I would choose reading a journal or article over going out for drinks after work.
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT
In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment. Learn more
Topics addressed include:
- Contingency/Continuity planning
- Managing work-from-home issues
- Phishing email scams
- Resources for RIAs and their clients
Register Here
