This guide provides information on digital and cloud-based technologies and insights on running a business and a team virtually. Also included are resources you can use in your communications to your clients and communities. It goes hand-in-hand with this recorded webinar.
Businesses that quickly respond to and implement systems will be able to reduce the impact on their business when the unexpected occurs. Amid COVID-19, transitioning to remote meetings and work environments will illustrate responsiveness and flexibility during a time of caution.
Further, you have an opportunity. While it is a sensitive time for our society, especially for our senior population, estate and elder law planning firms are in a position to educate clients and referral sources on the implications of planning failure, particularly in times of uncertainty.
If you have questions or wish to discuss how to implement a contingency plan for your business, don’t hesitate to contact one of our Practice Solutions Advisors listed below.
Lori Pulvermacher, MBA
[email protected]
608-370-5602
Schedule a call
Jim Wolverton, J.D.
[email protected]
720-689-1977
Schedule a call
