FA-IQ reached out to advisors to ask: What are the lessons you learned about running your practice because of the pandemic?
Brian Buckley, managing partner and chief investment partner at Buckley Wealth Management. Las Vegas-based Buckley has been in the industry for 43 years and has around $530 million in client assets.
“Do not skimp on technology. Provide up-to-date hardware and technology to your employees so that they can work from home or their cellphones on a moment’s notice.
Michael Durso, founding partner and chief investment officer at ShoreHaven Wealth Partners. Red Bank. N.J.-based Durso has been in the industry for 16 years and has around $360 million in client assets.
“We learned how important it was to be flexible in our business.
We learned the importance of being available for clients outside of regular business hours. Since everyone was working from home, the 9-to-5 went out the window, and everyone had additional responsibilities on their plate. We ended up having many calls at night once our children and our client’s children were sleeping.”
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