How Advisors Plan to Survive and Thrive Amid a Painful Recession
"If your operations staff isn't going to be as busy, what else can they keep busy doing?" said Mark Schoenbeck, executive vice president at Kestra Financial in Austin, Texas. "Maybe it's getting more efficient with your CRM (customer relationship management) or helping on the marketing side."
Investor's Business Daily, May 1, 2020