Advisors’ advice: How to survive working from home
April 10, 2020 by Ginger Szala
Advisors are traversing two treacherous worlds now: one in which they have to keep themselves and their families safe from COVID-19, and the other, keeping clients calm as the markets — and client investments — gyrate daily.
We asked advisors through the Financial Planning Association and XY Planning Network websites how they are handling these trying times on both these fronts. Although most answered with tips on how to better utilize fintech, one advisor, Cynthia Meyer, also added a note for those who now are working from home for the first time. These include:
Click HERE to read the full story via Benefits Pro