Business Tips & Tricks for Navigating These Unprecedented Times

As most of our world starts working from home and practicing this new social-distancing measure, business can get a bit tricky. We want to be courteous to everyone in this time, yet we still have services to offer our clients. I work in the financial industry and these are some of the things that we’ve been doing to continue scheduling meetings.

  1. Phone appointments – Offer a phone appointment in lieu of the standard and now taboo face-to-face appointment.
  2. Video chats – Some people still like to see each other face-to-face and programs like Zoom are great for that.
  3. Webinars – WebEx is a great service professionals are using to offer webinars to people about how their services are helping their clients during these times.
  4. Being respectful – We do understand that certain regions and industries in our country are in different phases of this lockdown and although some areas have been super receptive to these new virtual meetings we do realize they may not be best for some regions and/or industries.

The one thing I do know for certain is that the financial industry has to keep going. Financial advisors have clients who may need them now more than ever. Perhaps just a refresh on their portfolio, or some reassurances to keeping their portfolio the same, and some may be looking at investment vehicles that will strengthen their portfolio at this time. Plus, you’ll always have savvy clients who are buying low hoping to reap the rewards when the economy bounces back.

We are still busy and helping all of our clients in the industry so if you are a financial professional and need some help scheduling phone appointments, video chats or webinars please feel free to give us a call at 515.309.2838 or shoot us an email at

Regardless of your situation now is the best time to take advantage of time with your family. Play games, enjoy each others company and now for a lot of people it’s become ‘Bring Your Kid To Work Day’ every day, put those kids to work. 😊

Continue to smile, laugh and love. We’ll get through this together!

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