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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: The coronavirus, a global slowdown in production, and recession fears have wiped out the market’s gains since 2017 in a matter of weeks. With no end in sight to the historic volatility of our market and even our society, it’s tempting to look at a greater emphasis on your firm’s marketing efforts as a luxury. In a market crash, you’re thinking about profit margins, operating costs, and the livelihoods of the clients you already have.
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Summary: At a recent luncheon hosted by a large asset manager for a small group of financial advisors, I was struck by how one person dominated the conversation — not in a pleasant way. He was in an agitated state, denouncing all past, present and future employees of his firm. He bragged about how many assets he had under management and how clients were clamoring to seek his wisdom.
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Summary: The novel coronavirus has many people self-isolating at home. You might be healthy, but your firm has asked people to work remotely. Your city has closed schools and nonessential retail businesses. It might be two weeks; it might be longer. What’s an advisor to do?
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Summary: Taxpayers have extra time to contribute to their individual retirement accounts now that the Internal Revenue Service has extended the tax filing and payment deadlines to July 15.
