Samantha Mansfield & Jennifer Wilson, have published their article, 5 Steps for Advising Clients During COVID-19 Crisis, in the AICPA Journal of Accountancy. The five steps they discuss in depth are the following:
- Prioritize your outreach
- Organize your outreach team
- Plan the call
- Courageously raise issues and ideas
- Recap and follow up
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.