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COVID-19 Resource Page

 

During these unprecedented times, we know that you are attempting to manage business demands, employees, financial shortfalls, changing client needs and a variety of other issues.  Our goal is to provide trusted content that is informative, insightful and be helpful to advisors and their business during these volatile times.

 

The information shared is not intended to be professional advice, but a resource to find information that fits your specific circumstance.

 

Helpful links

 

Covid-19 Challenges and Opportunities

Ellen is the author of the bestselling book Advisor at Risk: a roadmap to protecting your business and has recently written the sequel Communication Risk: how to bridge the client-advisor gap to protect and grow your business.

 

Covid-19 Continuity

Helping understand the challenges and opportunities associated with running your business operations amid the COVID-19 outbreak

 

BDO Canada

Assurance, accounting, tax and advisory services

 

Bill Cates - article

Stand Out and Grow Your Market in a Volatile Market

 

Absolute Engagement - blog

Advisors Share Ideas and Tools to Demonstrate Leadership

 

Ontario Human Resources support - blog

Information on a variety of HR topics. Please note, the information included is reflective of the date of posting and that these legislative changes and resources are changing on a daily basis so please ensure you review the links provided for potential updates. 

 

Investment Executive - Guide to auto-response messages during a crisis

In this rapidly changing environment, advisors have the opportunity to be the “calm within the storm” for their clients. All of your touchpoints – including auto-responder recordings – have an impact on clients so be sure you’re sending the right message.

 

Communicating With Your Clients Amidst a Pandemic

Financial Advisor Brad Amlin, CFP shares his insights on how to effectively communicate with clients in turbulent times.

 

Tips for Running a Virtual Office

For so many, working from home and running a virtual office is a new reality. Here, we share our tips on making the transition a successful one.

 

The Rising Importance of Transition Planning

Amidst one of the worst public health crises and economic downturns in recent memory, financial advisor's have continued to help ensure the financial well-being of their clients. As the crisis continues, however, a growing number of advisor's are starting to turn attention to their own situation and the longer-term impact of Covid-19 on their business.

 

Brave New World

Communication best practices for advisors and their teams. 

 

Tips for Connecting With Clients 

The TPC Team shares some best practices and tips on what top Advisors are doing to support and connect with clients during these uncertain times. 

 

Returning to Work

Are you preparing to return to your office and meet with clients face-to-face? Are you feeling overwhelmed? In this video, three of our Coaches share valuable information on how to approach this next stage.

 

Tips on How to Speak and Present Clearly with a Mask on

Widespread masking is something many of us are needing to deal with for the first time, and that piece of cloth really affects how we speak and communicate. Whether you are in an area that has mandatory masking or you are voluntarily masking for people’s health and safety, figuring out how to speak and present clearly despite wearing a mask is important.