In an effort to support the community during these challenging times, Sam Brownell, CFA®, CVA®, MBA, founder of Maryland-based Stratus Wealth Advisors, is offering free consultations to individuals and businesses.
Every investment advisor is facing it: How to stay in contact with their clients and help them to avoid panic and sell off at a market low – especially during this extraordinary time. Led by Stephen Wershing, CFP®, The Client Driven Practice, a firm specializing in qualitative client feedback, is offering a turnkey package called Crisis Focus Groups. This new service will provide financial advisors with the answers they need to better understand the types of communication that their clients want and need right now.
Former financial advisor Sandra N esbit has launched her own consultancy, Mainsail Capital Group, to help other financial advisors as they work through “what’s next” in their business decision-making process. Nesbit will draw from her own twenty plus years of experience working with clients as both a fiduciary wealth manager and a registered representative for major financial services brokerage firms. Having successfully merged an independently owned and operated wealth management firm she co-founded up and into a larger, nationally-known Registered Investment Advisory group bolsters her ability to help other advisors take the most thoughtful approach to their own business development, continuity and succession planning strategies.