David Canter is executive vice president and head of the RIA business for Fidelity Clearing & Custody Solutions. He joined Fidelity in 2009, after working for Charles Schwab, and is a member of the State Bar of California.
Look outward and downfield. Find ways to maintain and enhance connection to clients, associates and prospects. A lot of our fellow citizens are hurting and need help.
How will you rise to this challenge while maintaining and seeking ways to grow your business? Examine methods on how best to communicate in a crisis.
My good friend and colleague David Bahnsen from the Bahnsen Group of Hightower recently joined an episode of the Diamond Consultants’ podcast and shared some excellent suggestions on this.
Beyond that, take care of yourselves. Advisors play a big role in the lives of others during times of uncertainty, but they’re also human and need to care for themselves, too.