In times of crisis and heightened anxiety people are look for leadership and comfort. Whether you are an executive at a wealth management firm, a practice management professional, or a financial advisor there are people looking to you for leadership and comfort now more than ever.
In this episode of the Modern Financial Advisor podcast, I share several recommendations for proactive action that you and your firm can take to demonstrate leadership during this challenging time. First and foremost, make sure every advisor at your firm has an emergency continuity plan. As I describe in the podcast and in the video below, this is an essential and prudent action step in this time of great uncertainty.