How is COVID-19 affecting registered advisors?
Coronavirus (COVID-19): Advisor Pulse
Laura A. Murach, ACS, LLIF, FLMI; Carol L. Perkins, ASA, CLU, ChFC 4/1/2020
Summary
Learn how COVID-19 is affecting registered advisors.
- How disruptive is it to their practice?
- Has it changed the way they communicate with their clients?
- What are the top concerns of their clients?
- Have they placed restrictions on who can visit their offices?
- Have they implemented alternate staff arrangements for their staff?