The professional disruption that COVID has dealt financial advisors has a silver lining for forward-thinkers willing to make the necessary adjustments.
By design and her choice, Blair duQuesnay doesn’t actively prospect for business and instead focuses on the client relationships and the investment committee work she enjoys most.
Pam Capalad's Brunch & Budget business is just that -- she meets prospects for brunch to talk about budgeting and other cash flow planning issues. She's been able to turn that into ongoing financial coaching relationships.
They may not think of themselves as wealthy, but government employees can often approach their financial planning as if they are, thanks to an attractive collection of benefits.
