COVID-19 / Market Volatility and Virtual Practice Resources

A curated list of resources and content to help advise and engage clients to retain and deepen relationships as well as attract money in motion.  If you have additional content that would be valuable to share, please send a link to gavin.spitzner@wealthconsultingpartners.com.

Practice Management and Technology

Altruist Grow by The Human Advisor podcast with Tyrone Ross, Jr and Rene Nourse on staying relevant and connected 

Investment News Podcast with Andrew Altfest, Communicating During Quarantine

https://tonyvidler.com/you-can-do-personal-online-only-advice/

https://www.investmentnews.com/four-ways-advisers-can-help-clients-find-opportunities-market-volatility-191511

https://www.thinkadvisor.com/2020/03/02/how-to-use-tech-to-turn-volatility-into-stability-and-scalability/?pc=wealthconsultingpartners

https://www.asset-map.com/remote-meeting-webinar

Asset-Map Remote Meeting Guide

http://www.bobveres.com/bob-veres-blog/the-challenges-of-remote-productivity/

https://www.mckinsey.com/industries/financial-services/our-insights/remaking-banking-customer-experience-in-response-to-coronavirus

https://www.kitces.com/blog/work-from-home-ria-checklist-wfh-compliance-virtual-private-network/

https://www.advisorperspectives.com/podcasts/2020/03/18/minisode-how-to-leverage-technology-for-a-virtual-business

https://www.fa-mag.com/news/how-to-crisis-proof-your-business-55053.html

https://www.financial-planning.com/opinion/ways-for-financial-advisors-to-boost-video-engagement

https://www.thinkadvisor.com/2020/04/07/how-a-top-advisor-is-communicating-in-a-crisis/

https://www.thinkadvisor.com/2020/04/06/melissa-joy-on-triaging-clients-financial-issues-from-home/

https://www.wealthmanagement.com/technology/remote-desktops-fintechs-offer-warnings-and-lessons-advisors

https://advisorhub.com/coronacrash-advisor-perspectives-towerpoint-wealths-joseph-eschleman-tony-sirianni/

https://www.kitces.com/blog/work-from-home-ria-checklist-wfh-compliance-virtual-private-network/?

https://www.invisionapp.com/inside-design/online-collaboration-tools-remote/

Prospecting in a time of crisis. Financial Planning, Charles Paikert

Marketing

https://snappykraken.com/blog/2020/04/08/marketing-automation-and-prospecting-during-volatile-times/

https://blog.twentyoverten.com/5-marketing-communication-tips-for-financial-advisors-in-the-wake-of-coronavirus/

https://blog.twentyoverten.com/what-are-investors-searching-for-right-now-amid-the-coronavirus-pandemic/

https://leadpilot.io/blog/if-i-owned-a-financial-planning-business/

Coronavirus

https://get.ycharts.com/resources-for-client-communications-on-coronavirus/

https://www.edelmanfinancialengines.com/insights/financial-planning-and-investing/coronavirus-resources-center

https://foundationforfinancialplanning.org/coronavirus-resources/

https://www.moodys.com/newsandevents/topics/Coronavirus-Effects-007054?cid=B9FZ6SMYGV64371

Market Volatility and Financial Planning Topics

https://www.morningstar.com/articles/975122/10-sources-of-emergency-cash-ranked-from-best-to-worst

https://www.morningstar.com/articles/977331/a-checklist-for-volatile-markets-retiree-edition

https://www.aicpa.org/interestareas/personalfinancialplanning/covid19.html

https://www.kitces.com/blog/client-conversations-financial-planning-steps-coronavirus-covid19-budget-source-cash-contingency-loan-eliminate-payments-healthcare-proxies-advanced-directives/

https://whealthcareplan.com/public_resources/home/Your_Pandemic_Action_Plan.pdf

https://whealthcareplan.com/public_resources/home/Financial_Wellness_in_the_Age_of_Covid_19.pdf

https://www.wealthmanagement.com/high-net-worth/positive-planning-strategies-post-covid-19-world

https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

https://www.investmentnews.com/financial-planning-investments-covid-19-190902

Crisis Leadership

https://citywireusa.com/registered-investment-advisor/news/watch-how-top-ria-leaders-are-handling-the-covid-crisis/a1345750

https://hbr.org/2020/03/15-questions-about-remote-work-answered

Miscellaneous

https://creativeplanning.com/education/

https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=7779