May 22 2020 9:00AM
Secrets of Success: How are the top local leading Financial Advisory Firms are Handling Covid 19 relating to: Technology, Operations, Finances, Client Touches, and Referrals
Learn from 3 diverse advisory firm owners that are experienced leaders and well respected in our industry, with how they handled this pandemic with not only with their clients, but also how they ran their practices as well through these rough times!
May 22 2020 10:00AM
How Different Generations are Responding to the Pandemic and How Long Term Attitudes and Behaviors are Being Shaped
Mike will talk about Gen Z, Millennials, Gen X, Baby Boomers and how bridging the cross generational communication gaps will be important for advisors. Learn how Covid 19 will effect behavioral patterns, consumption, engagement, social distancing, financial habits, and health habits!