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Summary: XY Planning Network advisors are offering free emergency financial advice to anyone who has lost a job, lost income from reduced work hours or taken unpaid sick leave as a result of the COVID-19 pandemic.
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Summary: When it comes to the coronavirus pandemic’s effects on markets, clients aren’t the only ones with questions. As financial advisors, we need to know the best ways to help them achieve cleareyed, long-term mindsets regarding their portfolios — and reassure them that we are actively on the case in protecting and advancing their best interests.
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Summary: Advisors with offices in the novel coronavirus epicenters of New Rochelle, New York, and Seattle, Washington, have been helping to ease the minds of concerned clients while managing to deal with the current crisis in much the same way that many other American businesses are dealing with the situation: by shifting to more remote work, according to advisors ThinkAdvisor polled in both cities.
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Summary: Elissa Buie, co-founder of planning firm Yeske Buie, knows it seems contradictory — her professed confidence in the future of both the markets and humanity itself, along with her crashing waves of emotion.
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Summary: Marketing personalization is increasingly easier and popular. Indeed, your prospects and clients expect relevant and personalized content. Apart from being an expectation, personalization is a necessity in order to stand out.
