Saying these last two months have been trying would be an understatement. Beyond the struggles we all share of quarantine life – cabin fever, boredom (or alternatively, no breaks for essential and frontline workers), and a lack of flattering haircuts – those in the world of wealth management and financial planning have had the market’s instability and clients’ concerns to contend with. Here at Beck Bode, our practice was founded by financial advisors for financial advisors: we always put them first. The same advice we’re providing internally – from self-care to how we’re handing client conversations during the Coronavirus – we want to share with you. We’re all in this together.
