The Asset Allocator: A Time For Leadership (Podcast)

Apr. 03, 2020 7:00 AM ET2 Comments2 Likes
SA For FAs profile picture
SA For FAs
6.07K Followers

Summary

  • With job losses shattering records in the wake of the coronavirus, an obvious question advisors are thinking about is: "What about mine?"
  • Some firms, like Morgan Stanley, have stepped up and pledged not to reduce their workforces this year.
  • Advisors in turn need to demonstrate leadership vis-a-vis their clients, prospects and employees since, if their message was relevant before the current crisis, it is even more so now.

Listen on the go! Subscribe to the SA for FAs podcast on iTunes, Stitcher and SoundCloud (click the highlighted links).

With job losses shattering records in the wake of the coronavirus, an obvious question advisors are thinking about is: "What about mine?"

This podcast (6:45) suggests that now is a time that financial advisors can have a greater impact than ever before - by learning, teaching and leading. Helping people see that they have a financial future is what will make advisors' own futures viable.

This article was written by

SA For FAs profile picture
6.07K Followers
GIL WEINREICH - Author of "The Mentor," a unique parable for financial advisors and those who aspire to become one. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics. Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report. I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
Follow
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.