To keep your practice working smoothly and help you maintain strong client relationships through the COVID-19 crisis, we’ve gathered a number of helpful resources and articles.
With these resources, get actionable advice from industry leaders including:
- Michael Kitces
- Investment News
- Harvard Business Review
- And more…
Schedule a call today! We will help you with your remote working options, client communication plans or other practice management needs.
We offer convenient 5-hour blocks of time for purchase and can help you successfully navigate these trying times. We’re in this together!
If you need help maintaining a strong practice and client relationships throughout this crisis and beyond, schedule a call for us to connect.