Advisors face new challenges in the way they manage workflow, communicate with co-workers and clients
Financial advisors face major new challenges in the way they manage workflow, communicate with colleagues and clients and generally run their practices amid the Covid-19 pandemic.
Yeske, a certified financial planner, is once again helping his clients cope with a black swan-like crisis to test even the most stoic investor temperaments. This time around, the client calls are less about their investments and more about the general Covid-19 pandemonium unfolding. While states are beginning to open up their economies, the financial markets remain on edge due to fears of a potential resurgence in the spread of the virus.For advisors, the uncertainty means a staggering new workload while they try to deal with the same stress that isolation and social distancing have created for all Americans.
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