Advisors Karin Alvarado (upper left), Jeffrey Baumert, Kelly Campbell, Jane DeLashmutt O'Mara (middle row, left), Melissa Joy, Brian McGinnis, Tammy McKennon (lower row, left), Jaren Snider and Miye Wire.
Since the start of the COVID-19 pandemic, many financial advisors have found innovative ways to serve their clients in the midst of highly challenging circumstances.
They've supported first responders, for instance, as well as airline pilots and flight attendants, and they've helped winemakers, entrepreneurs, marketers, pre-retirees and others clients.
Earlier this year, advisor Brian McGinnis' phone was "blowing up," as clients who hadn't gone through the financial crisis of '08-'09 told him: "My account went down $150,000!"
"Add that anxiety to that of going to work every day as a first responder and the regular stressors that go with it … ," McGinnis explained. "They've never dealt with it before, and they don't know how to stop or fix it."
His answer? Let clients know "that someone is watching their account and understands what's happening … ," he said. "They want someone else to worry, because they've got enough on their plates."
