Sharing resources for financial advisors in times of volatility.
Our Message
Elite Advisors shine in times of crisis. Whether it’s reassuring existing clients and centers-of-influence or reaching out to prospective clients, they plan, prepare, and act boldly.
This is your time. Be the leader who helps clients navigate turbulent waters. And remember, it's ok to complement your client-focused actions with some outreach to non-clients. People in general, not just your clients, need guidance in tough times.
Free Resources

Article: Taking a COVID-19 Leadership Role
Financial advisors are in a unique position with a book of clients, a pipeline of prospects, and COIs. First things first: it’s essential that you focus on what you can control. The stock market, availability of test kits, and government responses aren't on that list.

Article: 5 Tips for Managing a Remote Team
Thanks to the coronavirus pandemic, working remotely has become the new normal. As simple as it might sound, this is not a natural transition for many people. Help your team remain calm, focused, and engaged.
