Updated: Mar 18
In this short podcast I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis.
Risk Profile Reevaluation Tools:
Digital Communication Tools:
Snappy Kraken: www.snappykraken.com
Lead Pilot: www.leadpilot.io
Hidden Levers: www.hiddenlevers.com