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Adapting Communication Methods in the time of COVID

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…

Things Will Never Be the Same… But this is not the end of the world as we know it.

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…

Managing Client Expectations Amid Covid-19

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…

FSI Honors Investor, Industry Advocates

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’…

Adapting to a New Normal

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…

Updated Guidance from the SBA regarding Good-Faith Certification and Safe Harbor – Deadline Extended to May 18

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.”…