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…

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.”…