7 Take-it-to-the-Bank Takeaways From the Pandemic: A Coach’s Perspective

RELATED CONTENT

The 2 Big Lessons I Learned in 2020

What’s Working Now: You may be surprised by this advisor’s two biggest take-aways from 2020. Plus, he has some fresh ideas for doing dinner seminars and making your webinars a little more exclusive in 2021.

2020 Vision: 5 Lessons I’ve Learned From Covid‑19

The pandemic kept this producing manager in the office while his colleagues sheltered at home, a situation that felt like “working on the moon.” Weighted by isolation and helplessness, he eventually “chose empowerment and growth over sorrow” and these lessons shaped a new point of view.

10 Financial Lessons From the Pandemic to Discuss With Clients

There’s nothing like a worldwide pandemic to encourage people to have uncomfortable conversations! Here are 10 financial and lifestyle topics that clients may be more willing to consider due to these times.