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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Talking Points for Client Conversations

In times of volatile markets, for consistent messaging as well as to stay focused and confident, it’s helpful to have a set of talking points for your client conversations. We suggest framing your conversations with clients based on what you know or believe; what you don’t know; what you cannot control and what you can control. Feel free to add your own talking points to our list and rearrange them to an order that suits your message. What we know/believe About the financial markets Periods of economic and market uncertainty […]

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Sharing Your Vision with Your Team

As we see 2020 as the year of perfect vision, our last several articles have focused on your perfect vision for your practice and your vision as inspiration. Once you have a clear picture of your vision, sharing it with your team or staff is your next step. People feel more confident when they know where they are going and are equally excited to get there. When you were young, did your family go on road trips? Or do you take road trips with your own family? If so, you […]

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