EP107 3 Keys To Crisis Management For Your Practice

Updated: Mar 18, 2020

In this short podcast I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis.

Risk Profile Reevaluation Tools:

DataPoints: www.datapoints.com

Riskalyze: www.riskalyze.com

Digital Communication Tools:

Snappy Kraken: www.snappykraken.com

Lead Pilot: www.leadpilot.io

Prospecting Tools

Hidden Levers: www.hiddenlevers.com