The programs will link top advisors and heads of firms with former RIA CEOs, who will offer guidance on how to make decisions in the midst of a volatile market.
Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.
These financial advisors managed to grow their advisory firms during the Great Recession of 2008—lessons learned from that experience may help advisors facing the next one.