Q&A: How the Pandemic has Changed Advisory Practices
Wednesday, June 24, 2020
2:00 PM EDT | 11:00 AM PDT
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This is your chance to ask three well-known practice management experts -- who also are among Advisor Perspectives' best-read columnists -- how they can help you with clients and other business issues brought on by the Covid-19 pandemic. They'll also share what they've been hearing from your peers about how the Covid-19 crisis has dramatically changed financial advisory practices. Don't miss this chance to get advice from these accomplished individuals.
Sara Grillo, CFA
Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in Quantitative Finance.
Dan Solin is the bestselling author of the Smartest series of investing books, which have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle, among others. Kiplinger’s listed The Smartest Investment Book You’ll Ever Read on its top ten list of the best financial books ever written; two of the Smartest series have achieved best-seller status on The New York Times Review of Books. Dan also writes financial blogs for The Huffington Post and USNews.com.
Beverly D. Flaxington, MBA, is the Human Behavior Coach®. She is a three-time bestselling and Gold-award winning author, an investment industry professional, an international speaker, an accomplished consultant, Certified Hypnotherapist, personal and career coach, college professor, corporate trainer, facilitator, behavioral expert, entrepreneur and business development expert. Beverly’s knowledge of human behavior and the most effective ways to make change happen have helped thousands of people over the years. She is founder and president of The Collaborative, which provides coaching, organizational design, team-building and training services.
Dorothy Hinchcliff is editor of Advisor Perspectives. Prior to joining AP in February, she guided the digital and print versions ofFinancial Advisormagazine, developing the editorial content and building it into an industry-leading resource. She has written extensively about financial planning and other issues impacting financial advisors. She has been a leader in promoting diversity in the advisory profession.