Pivoting Quickly To A “Work From Home” Model: What Advisory Firms Need To Know
March 23, 2020, by Matt Sonnen
With the coronavirus pandemic triggering widespread quarantines, many advisory firms are implementing measures to set up their operations as a Work-From-Home (WFH) environment. We partnered with Kitces.com to provide practical steps firms can take to maintain operations and provide seamless customer service during this unprecedented time.
Read the full article here.