Description
In this special edition State of the Industry Podcast, our Co-Founder and Senior Partner, Scott Hanson discusses the precautions, communications and steps Allworth Financial is taking in response to the Coronavirus and market volatility.
On this episode, we welcome:
Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
Brad Boekestein, Vice President of Marketing, Allworth Financial
Julie Anderson, Vice President of Human Resources, SPHR®, Allworth Financial
Key Takeaways:
What advisors need to know about conducting business
How advisors are handling external client communication
What precautions are being taken by staff and employees
Employee management, operations, and contingency plans