There are so many existing platforms that are being used right now to bring previously in-person gatherings — conferences, meetings, celebrations — online. The wealth of options and feature variability may have you overwhelmed with choices. We’re diving into the…
Market Volatility Creates Communications Challenges
The wild gyrations that have characterized the market this year should be a stark reminder to financial advisors of the importance of having a defined communications plan in place if they want to retain the assets of anxious clients. Timely…