3 Keys To Crisis Management For Your Practice

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Resilient Advisor

 

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.

Re-risk Profile 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

 

 

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