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Recent Episodes
Ep 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman
Doctors are experiencing financial uncertainty right now just like everyone else, despite their increased workload on the frontlines. In this episode,...
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis – With Mark LaVoie
Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right...
Ep 16: A Healthcare Analyst’s Views on the Progression of Coronavirus – With Erick Noensie
This podcast conversation was recorded on April 29 and the data and material cited were as of that time. Navigating this health crisis and the financial...
Ep 15: Medical Safety Considerations for Advisory Firms – With Dr. Ari Levy, MD, MBA
When advisors choose to return to the office, they must do it with an abundance of caution. In this episode, Laura Gregg is joined by Ari Levy, MD,...
Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz
With many states beginning to lift stay-at-home restrictions, you’ll want to create a plan for how and when to open your doors to employees and clients....
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