Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
Tips for crafting the right message
How to help clients avoid panic and stay focused on the long term
It’s important to keep in touch with clients regularly right now — especially clients who are alone
Advisors discuss what they're telling clients
Clients need to hear from you. Here's help on how to approach them.
Here is a list of what to talk about
We haven’t been through anything like this, but we’ve been through similar crises and recovered
Segmenting your book can help you serve clients better
Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations