Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
Despite the coronavirus, firms can’t afford to stop looking for prospects
The U.S. Small Business Administration, in conjunction with the Treasury Department, released a loan forgiveness application for the SBA’s troubled Paycheck Protection Program, along with detailed instructions for the application.
New digital tools have boosted advisors' ability to reach more — but not all — clients.
During stressful times like these, it’s natural to feel like everything around you is broken.
Despite this unprecedented crisis, organizations are responding with determination, purpose and compassion.
Top consultants Gale Crosley, Angie Grissom and Allan Koltin share the strategies firms need to take to make it through the pandemic.
What Maya Angelou can teach us about client communication.