“The power of listening and allowing for a space to talk, open up,share concerns and work through thoughts and feelings cannotbe understated. Whether it’s with your team, your clients, yourprospects, or your partners, proactivelycreate that space for open dialogue.
“This is how so much of our time hasbeen spent on coaching calls for weeksnow. Helping people work throughthings from staff to clients to prospects to marketing. All the ‘Should we,shouldn’t we, how do we?’ questionsand deliberations. And to see peoplego out and put things into action afterwards, it’s making a real difference. We need our leaders to feelsome degree of confidence and we have to give them the spaceto find it.”
“Our efforts havevaried during thistime, one of whichhas included creating custom masksfor a few of our larger clients. We have alsobeen sending out paper masks and handsanitizer to clients that are essential businesses and still working but trying theirbest to take care of employees. We havehad several Zoom meetings with clients tohelp them through furloughs and terminations and really just be there as a soundingboard as they make difficult decisions.”
Raion Financial Strategies LLC
“I have spent the last weeks in
contact with my clients through
a group email
I send out on
status of the
market, or the
that may be
asked. I have
connected with them through
Zoom meetings and phone ap-
pointments as well. All in all, my
clients have been doing well.”
Pamela Sams | Jackson Sams Wealth Strategies
“It has been a long few months, but a lot
of good things have happened, despite the
tumultuous market conditions. I have had a
chance to have more in-depth conversations
with clients during this time. I reached out to
all of them when the markets began to crum-
ble to get a temperature on how everyone was
doing. Most were not happy, but knew they
could and should stay the course. Some were
a bit more skittish. I had to sell out of some
positions for those people. I obtained my Behavioral Financial Advisor
designation at the end of last year. It has come in handy during this
time to talk to clients about their values and goals instead of focusing so
much on the volatility.
“The silver lining is that I have more people inquiring about my finan-
cial planning services. In the last four weeks, I have taken on four new
clients. It is truly about being a trusted advisor to those who need you
during this difficult time.”
I’d be remiss if I didn’t share my own thoughts. When
my brother was sick with cancer when we were kids,
the chaplain at St. Jude Children’s Research Hospital
told my mother, “You have to be a gracious receiver.”
Badass that I am, I have learned to let people do for me.
I can’t tell you how many industry friends have
reached out just to check on me and offer support. I
have had people send masks, go food shopping for us,
and Face Time to see how we are doing. It’s been amaz-
ing to feel connected when we had felt like we were on
an island. There are truly so many incredible people in
my life, including so many women on this list.
I want to thank these incredible women for workinghard to make an impact in our industry during this difficult time. They all serve as a shining light in such a darktime and I am grateful to have gotten to know them allthrough the years. Stay strong, my friends.
Susan L Combs, the 2017 Broker of the Year, is the CEO ofCombs & Company, a full service insurance brokerage firm.