We are on new ground with the coronavirus pandemic, and we need to adapt as much and as quickly as possible.
Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”
Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).
In the face of the coronavirus, no accounting firm gets a pass from keeping in contact with clients and employees.
One thing they all agree on: It hasn’t cut their workload.
With offices closed, and staff and clients scattered, maintaining relationships (and sanity) can be hard.
Now is the time to be there for your clients.
There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.
With new technology, new workflows, and plenty of hand sanitizer, preparers are ready for the disease.