Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.
What do clients value most from their advisors during turmoil?
Critics who argue this crisis mirrors the 2008 financial panic when Congress bailed out banks have it wrong. The new relief package in response to the coronavirus pandemic was necessary to save livelihoods, and more can be done.
Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.
Managers can project gratitude and resilience using positive psychology methods, which will help employees weather the challenges of coronavirus and other workplace adjustments.
Now is the time for CPAs to show up as a trusted advisor with good judgment, steady energy and a great, empathetic connection with their clients.
Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.
How FAs and firms are adapting to a radically different business environment.
Establish a communication plan now, so your firm can come out of this crisis stronger than ever. Here are three key steps to follow.
Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.