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    Tag: coronavirus

    COVID-19 Playbook: Managing Your Staff

    How are you managing employees during this pandemic of the Coronavirus? It can be challenging to motivate and inspire employees during this time. Here are some ideas to help advisors manage during—and after—the pandemic.

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    The COVID-19 Playbook: Client Meetings

    However long the COVID-19 pandemic lasts, individuals’ degree of comfort with re-engaging socially will take much longer to reach its pre-COVID-19 level, with the recovery period varying by individual and by region of the country.

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    The COVID-19 Playbook

    Whether the changes that the COVID-19 outbreak have wrought are permanent or not, they will surely not be fleeting. Operating your financial practice in the wake of COVID-19 will mean re-evaluating every aspect of how you conduct your business.

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