Until recently, most advisers had a choice about working from home. They might have done it occasionally, while battling a cold or during a child’s day off from school. But due to the spread of the new coronavirus, it’s now a firm requirement in many cities.
Working from home is a particular challenge for planners. Advising is a people business; it’s all about relationships and personal connections. How do you maintain those relationships and further your work when both you and your clients are self-isolating?
