Planner to Planner Archives
Planner to Planner: Reflecting on the Covid-19 Disruption: What Have We Experienced? Learned?Product not yet rated Contains 2 Component(s)
An open peer to peer conversation about what this disruption has offered us: positives, challenges, and what it means for the future in our lives, practices, clients, profession and communities.
Planner to Planner: Running a Resilient and Sustainable Financial Planning Business: What Have We Learned?Contains 2 Component(s)
An honest, peer to peer, owner to owner, conversation about how to grow and run a resilient and sustainable financial planning business in this turbulent time, and how to.
Planner to Planner: Tending Client and Staff Health and Emotional Well-beingProduct not yet rated Contains 2 Component(s)
Clients and employees have experienced extremes of emotions and concerns during the course of living in the Coronavirus reality.
Planner to Planner: Business Continuity: The Reality Meets the PlanProduct not yet rated Contains 2 Component(s)
Join thought leaders for another planner to planner conversation about what we’ve learned working from home and implementing our business continuity plans.
Planner to Planner: Payment Protection ProgramProduct not yet rated Contains 2 Component(s)
Join the conversation with your peers to share experiences, offer questions and discuss the challenges in applying for benefits, getting information, helping employees; making sense of it all.
Planner to Planner: Caring for Ourselves, Our Teams, Our Clients: Riding the Wave & Building ResilienceProduct not yet rated Contains 2 Component(s)
The new normal is that nothing is normal.
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