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Advice for WFH – Working from Home
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Presenter DianeMacPhee will share what is going on among dozens of firms facing this unexpected 2020 change of events. She will help you develop strategy for optimal productivity while appreciating the constraints and emotional toll. The webinar will cover coping strategies, scheduling logistics and longer-term planning, with ample time for advisor questions and challenges to be fully discussed.
Learning Objectives
  1. Scheduling strategies that maintain productivity and reassure clients all is well.
  2. How to initiate and sustain at-home coping strategies.
  3. Find out what other firms are doing to navigate these long-term challenges.
Diane MacPhee
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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