TRANSITION TALK

News Roundup: Business Preparedness and Compliance

Posted by FP Transitions on Mar 26, 2020 4:53:59 PM

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The last thing any business owner and professional needs is to deal with more ambiguity and uncertainty than the global situation has already dealt us. In our highly regulated industry, many advisors are asking questions about how to keep their teams safe and do their part to "flatten the curve" while remaining compliant in operations and client communication. Many industry experts and institutions are weighing in on how to maintain business continuity, protect your clients, and remain compliant during the COVID-19 pandemic. Below are some of the resources we found most valuable on these subjects:

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Topics: Industry News, Continuity, Compliance, Leadership

News Roundup: Communicating with Clients During a Crisis

Posted by FP Transitions on Mar 25, 2020 10:22:00 AM

News Roundup Communicating with Clients During a Crisis

Many things are up in the air right now, and we’re all experiencing major changes to the way we live our lives. It’s no wonder that investors—and advisors—are wondering the best course of action as markets fluctuate and many businesses can’t operate as usual. Many industry leaders (including our own experts) are sharing their advice on how to mitigate uncertainty and provide valuable guidance to investors. Below you'll find some of the articles we've found most impactful:

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Topics: Industry News, Leadership

News Roundup: Expert Tips for Working Remotely

Posted by FP Transitions on Mar 18, 2020 10:27:52 AM

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Things have been changing for years, more and more people work from home and do so productively. Gone are the days, for many industries, where being in an office is a requirement. As technology continues to improve and online communications have become a daily occurrence, full-time employees around the country have had more freedom and flexibility, often able to work from any location.

Businesses around the world are asking employees to work from home in an effort to curb the spread of COVID-19. This is an excellent policy for public health, but how do you work from home without sacrificing productivity and client satisfaction? We've culled the internet and found helpful advice from people who know how to do it right.

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Topics: Business Growth, Industry News, Leadership

Create a Schedule : Tips for Working from Home with Kids

Posted by Elise Rogers on Mar 17, 2020 4:26:00 PM

Create a Schedule - Working From Home with Kids

With school closures across the country and many parents working from home, we asked a seasoned, work-from-home pro, our Marketing Director Elise Rogers, how she’s adapting to working remotely with her three boys full time. Below she shares a tool she’s created to keep her oldest son productively engaged and everyone else on task.

This new change in my family’s lives is causing my managerial mentality to go into over-drive, and like any manager, I am tackling this new homeschool lifestyle with a plan.

I have three kids (12, 2 ½ and 7 months old) and while my husband and I are tag-teaming the little ones, we want to be sure my oldest son is engaged and completing his online learning and not spending all his time watching TV or playing video games for the next month or more. Here is some insight I have gathered from creating this process for my own family.

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Topics: Business Growth, Industry News, Leadership

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