We recently shared 7 Tips for Keeping Clients Engaged and Informed During Times of Crisis with standard configuration users in mid-April. This post outlines the first step advisors can take to kick-start their client communications strategy during COVID-19: informing clients broadly. While getting on the phone with clients is recommended for a personal one-to-one outreach, distributing a […]
The post How Advisors Can Create a Comprehensive Business Update During COVID-19 appeared first on eMoney Advisor Blog.
