Entries by Hugh Massie

Does Remote Working Fit with Who You Are?

If you have a personality that needs connection with others, how do you cope with remote working and virtual connection? Further, do you have the behaviors, traits and skills to flourish away from a traditional work environment? Will your manager know enough about you to support you during this time? With observations like these, it’s […]

Your Intuitive Supplement for Online Business

It is important for advisors to stay in regular communication with their clients in normal times but even more so in challenging times when we are forced to work remotely. A new normal: Advisors and/or clients will not want to meet in person as often when the social distancing restrictions loosen up. Everyone has gotten […]

Get Below the Surface When Going Remote

(If you missed Your Intuitive Supplement for Online Business, it would be helpful for you to read that first.) With increasing use of remote communications, during the coronavirus pandemic and beyond, it is important for advisors to ensure regular client communications are reliable and effective, no matter the communication platform. This is an added reason […]

Check Yourself Before You Wreck Yourself

What does “Check yourself before you wreck yourself” really mean? Put simply, consider the consequences of your actions as an investor before you end up in trouble. This pandemic is creating unprecedented disruption. Many of us are working from home. Many are feeling out of our comfort zones. The temptation is to get online to read all […]