Author Archive | Susan Kornegay

Make It Personal

Over the last several weeks, our entire country has come to recognize the critical need to isolate ourselves to prevent the spread of the coronavirus. And even when we venture out of our homes to buy groceries or pick up a take-out meal, we are careful to stay six feet away from anyone else and wear a mask that covers half of our face. Along with isolation can come a heightened sense of fear – fear of catching COVID-19, fear of losing someone close to us, fear of being furloughed […]

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More Practical Tips for Times of Turmoil

Building on last week’s Practical Tips for Turmoil, hopefully by now, you’ve reached out to all your clients using some of our Talking Points for Client Conversations. Tip #1:  Continue to contact your clients!  Until we see evidence of a decline in coronavirus cases, we’re likely to see ongoing market volatility. So, we continue to recommend contacting clients – by phone, videoconferencing and emails – to see how they are doing, offer support and provide guidance. =>  Side note: we’ve been busy these past few weeks helping many of you […]

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