Welcome to eFORUM! The newsletter of influence for financial advisors Created by the editorial team of FORUM magazine, eFORUM delivers Advocis members content they can use in their everyday communications with clients. Designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies. Look for eFORUM in your inbox four times a year.
Please send any feedback to Deanne Gage, Editor, FORUM Magazine. |
|
|
| eFORUM-What’s New!
As the summer progresses, things have continued to heat up at Advocis! A few highlights include:
Stay safe, stay frosty, and enjoy this edition of eFORUM. |
|
| | By Kim Poulin
July 7, 2020
To date, self-isolation and reducing contact with other people has been required to reduce the spread of COVID-19. While your business may run successfully with employees continuing to work from home, most of us will return to the office at some point, whether full-time or on a rotating schedule. As that return-to-office (RTO) process begins, you’ll need to consider many things to keep everyone who comes into your office as safe as possible.[..] Read more
|
|
| | By Kevin Wark
July 7, 2020
Most advisors have been occupied since early March dealing with client concerns relating to the precipitous decline in stock markets, the potential loss of employment or business income, and connected financial issues. In combination with health fears, dealing with in-home schooling of children, and the need to self-isolate, this has been a very difficult time for all.[..] Read more |
|
| | By Erin Bury
July 7, 2020
2020 has been a year of introspection and change for every business owner, whether planned or not. First, COVID-19 necessitated a move to remote work, and a shift to online business practices and client communication. Then, George Floyd’s death caused a tsunami of outrage, and rightfully so. It’s been truly remarkable to see all voices united in demanding change and affirming that Black Lives Matter.[..] Read more |
|
| | By Jamie Golombek and Debbie Pearl-Weinberg April 7, 2020
Some charities are experiencing an increased need for funding due to the COVID-19 pandemic, while at the same time finding this to be a difficult time to generate donations. While the need for short-term funding can’t be ignored, longer-term donations still play an important role in the ongoing funding of many charities. Gifts of life insurance have traditionally provided donors and charities with a tax-effective tool to make significant charitable gifts upon death.[..] Read more |
|
| | By Mia and Andy Torr
July 7, 2020 When local networking events were abruptly cancelled earlier this year, thousands of business owners flocked to online networking until things went “back to normal.” For many, the relationships forming on the screen didn’t feel as real as sitting around a table. Online networking was simply a way to pass the time while we were all stuck at home.[..] Read more |
|
| | By Bryce Sanders July 7, 2020
Client newsletters are a popular way of communicating with clients and staying top of mind. We want clients to connect hearing from us with learning something new. Newsletters can be a way to do this. But there are myriad choices, and depending on your client base, you’ll have to figure out which type will work best for your client base. Here are some examples.[..] Read more |
|
|
Printer-friendly version
PDF version
