Expert Advice for Managing Your Practice During a Health CrisisExpert Advice for Managing Your Practice During a Health Crisis
This timely eBook provides a powerful roadmap for helping clients mitigate uncertainty in an unstable market, work toward their goals, and stay focused on their long-term objectives amid the current global health crisis.
May 27, 2020
Already have an account?
Sponsored by Orion Advisor Tech
Orion Advisor Tech
With the nation shaken by pandemic-fueled uncertainty—skyrocketing unemployment, struggling small businesses and a volatile market—it’s now more important than ever for financial advisors to continue providing value for their clients. The good news is that there are concrete ways to do just that—and powerful tools to help.
Topics covered in this free eBook download:
Adding value for your clients amidst market volatility
How to talk to prospects during a global pandemic
Do’s and don’ts of communicating during COVID-19
Avoiding compliance pitfalls during the coronavirus pandemic
New solutions helps you connect with your clients during a crisis
How top RIA COOs are responding to COVID-19
How advisors can Continue to build relationships while social distancing
The art of financial planning
