Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.
Here are 10 suggestions to help firms think through near-term needs and create a plan to help shore up business continuity and mitigate some risks during this sensitive time.
Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.
In the face of the coronavirus, no accounting firm gets a pass from keeping in contact with clients and employees.
Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.
As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.
It’s a strict move for a firm whose advisors are known for a retail approach to client service and acquisition.
Advisors may find it difficult to connect with the people who need financial help the most.
Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.
There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.