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The Coronavirus pandemic has caused many professionals across various industries to change the way they do business. These changes go far beyond developing new work-from-home operations or implementing new technology. It has changed the way people communicate with one another, specifically in the financial services industry, how advisors communicate with their clients. It will be…
By Clive Slovin People love making predictions, especially during perceived inflection points. In 2008, General Motors slashed production of trucks and sports utility vehicles, citing high gas prices, which at the time had eclipsed $4 per gallon, a previously unthinkable threshold. It prompted one auto industry analyst to declare: “The trend away from these vehicles…
The pandemic and resulting market volatility and uncertainty have led clients to demand even more from their advisors when it comes to information about their specific investment portfolios and future projections. It is more important than ever to ramp up current and prospective clients’ communications to explain more about what advisors do, how they do…
The Financial Services Institute is recognizing a select group of members, including SFA Partners’ Julie Sullivan and Stephanie Schiele, for their efforts to advance the interests of investors and the independent financial services industry. FSI says it tapped 20 individuals for its newly formed Advocacy Circle of Excellence via “a robust process that examines members’…
Many of us spend much of the day reacting to things that are happening around us, whether it’s market changes, emails and phone calls from clients or potential clients, last-minute meetings, or interruptions from co-workers. While all of these are inevitable parts of running a business, they can lead to feeling of a lack of…
The financial industry has experienced much turmoil as COVID-19 continues to sweep through our nation. From working remotely and managing not only their office, but also hundreds of clients, to keeping an eye on their own personal health, advisors have had to rapidly adapt to a “new normal”. Even as advisors become more comfortable working…
On June 5, the Paycheck Protection Flexibility Act was signed into law improving the opportunity for many small businesses to benefit from the forgiveness provisions of the Paycheck Protection Program (PPP). The most notable provision of this new legislation increases the covered period for loan forgiveness from eight weeks to 24 weeks, providing borrowers more…
By Clive Slovin, courtesy of WealthManagement.com The ongoing economic, health and financial market calamity has altered life for nearly every American. We’re in uncharted territory and never have advisors had to contend with a situation quite like this, not even during the financial crisis. At the same time, if anyone can navigate these drastic changes,…
In the Financial Services industry, it has long been thought that client satisfaction should be above everything else. After all, your clients are the reason you are in business. However, sometimes you can focus too much on your clients and not enough time thinking about employees or workplace culture. This tunnel vision can lead to…
On May 13, the SBA issued additional guidance expanding the terms of the safe harbor in advance of the proposed Safe Harbor Deadline of May 14. Having completed the application for a PPP loan, borrowers have already certified that “current economic uncertainty makes this loan request necessary to support the ongoing operations of the Applicant.”…