Christy Aleckson | Single Point Advisors
“We had an emergency plan in our office built around the idea
of the ‘big one’ earthquake. We flipped to our remote plan the
second weekend in March. I shipped a secure laptop to my assis-
tant, and we contacted clients to flip all
meetings to phone or Zoom.
“I sent out increased communicationsto clients talking about the market dropsand using behavioral finance coachingto help them make the best decisions fortheir situation.
“I also had clients wanting to investon the down drops. I worked long hoursto get accounts open and funded.
“I’ve had many clients thank me for
just being there and listening. Some of my clients live alone, andwe’ve been checking on them. Mental health is important, too.”
Alice Tang | BPG Wealth Management
“Peace comes fromaccepting realityand letting go of thespecific outcome youexpect. Control whatyou can control. Weunderstand that ourclients are facingsome pretty bigchallenges right nowso we are leadingdiscussion on some of the biggest challenges facing leaders, which include:business and employment law, staffing,investments, SBA lending, communicating through COVID- 19 and more.”
Patricia Griffey | Page 1 Medicare &National President of NAHU
“The majorityof my clientstoday are Medicare-eligible,which makesthem high-risk in light ofCOVID- 19. Priorto the pandemic, my appointments were face-to-faceonline applications at my office. In thelast few weeks, carriers have quicklymoved forward with CMS-complianttelephonic enrollment capabilities, aswell as making it easier to do virtual online appointments. This is sorefreshing! I have shared with my clients that they no longer need to meetwith me in person. This change is being very well received, and eliminatesthe risk of exposure to the virus.”
Esther Pipoly | Loss of Life Advocates
“This has definitely been a time of reflection for me and my company. I have been working these last few years to get people preparedin the event of a life transition and well, here we are smack in themiddle of a life transition. I did a lot of evaluating around what exactly people needed right now,given some have lost their jobs,are unemployed and are trulycontemplating life. How can wehelp them at some level?
“I was also heartbroken thatfor some families, their lovedone goes into the hospital and isalone. I have two friends in SanAntonio on life support, and notbeing able to comfort them ortheir families crushes me. My whole business is about supportingand guiding people during the darkest moments. The phone andvideo just does not replace the human touch.
“We have offered a free template so someone without a will inplace could prepare a handwritten will as well as use our legaltrusted partners to get their medical power of attorney and durablepower of attorney forms prepared at reduced costs.”