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Summary: Spring cleaning: It’s an expression that’s so old, we’ve forgotten what it means. In households it used to involve hanging area rugs outside on the clothesline and beating the dust out. Reorganizing kitchen cabinets. Flipping the mattress. What would spring cleaning mean for your business?
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Summary: Financial advisers who are sheltering in place as a result of the COVID-19 pandemic can no longer turn to traditional methods for recruiting clients, such as attending a local chamber of commerce event or an alumni reception.
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Summary: XY Planning Network created a virtual internship program to help financial planning students whose internships were canceled amid the coronavirus crisis.
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Thursday, April 23, 4:00-5:00 PM EDT
Summary: An educational session providing Financial Advisors with tools to help them better communicate with their clients. Featuring Dr. Mikol Davis and Carolyn Rosenblatt, RN. This presentation will cover:
* Specific techniques on how to put clients at ease while having stressful conversations
* Examples of what to say, and what not to say
* Ample time for Q&A, so come prepared with specific questions
Register Here: https://www.eventbrite.com/e/webinar-navigating-difficult-conversations-in-stressful-times-tickets-102814055608
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Summary: It will probably be several months—or perhaps the year 2021—before we have firm data on just how many in the American workforce actually worked from home during part, or all, of the COVID-19 pandemic. It will likely take longer to study, collect, collate, analyze and accurately report on how and when peak internet usage occurred in different parts of the country, and among major enterprises and companies.
