May 14, 2020

InvestmentNews Article: Building your team while working remotely

From serving clients to realizing economies of scale, every firm has had to adjust to a new normal. Yet, in the sometimes-frantic sprint to stay in business, and serve clients, it may be easy to forget that your team members may be socially and emotionally struggling to stay afloat during this pandemic.

Here’s how to make certain the people who run your firm and keep your clients happy are in-fact getting the support and communication they need to thrive during isolation.

From the article:

The more you can do to engage with your staff, the more connected they’ll feel.

Like you, we had to adjust overnight to a new working normal and figure out ways to keep our advisers and team members encouraged, equipped, productive and engaged. While the process continues to evolve, I’d like to share with you some of the things we’ve done these past few weeks.

Scott Hanson, Co-Founder, Allworth Financial

Read the full article at