The Impacts Of COVID-19 To The Business Of Financial Advisors

The COVID-19 pandemic has turned the whole world upside-down. Almost everyone in any industry has been feeling its effects to varying degrees. Traci DeForge and Eric Brotman discuss with guest, Jonathan Krueger, how COVID-19 has impacted the business of being a financial advisor. As the CEO and Investment Advisor of Lionsgate Advisors, Jonathan is dealing and leading through the changes brought on by the pandemic in their company. He shares with us the things they were inevitably forced to put into place and gets into the current struggles many financial advisors face now as well as the families and individuals who are bearing the brunt of the pressing financial challenges. Listen in on this conversation to learn more from Jonathan how financial advisors can navigate the changes we see now into the future while also keeping the mental and business health in check.

Om Podcasten

At LionsGate Advisors, we believe a truly rich life entails much more than financial prosperity. It means crafting a life with purpose and intention. Our guests come from a variety of backgrounds with diverse professional expertise, yet they all have one thing in common: an aspiration to live a richer life by design. Join us for the Living a Richer Life by Design podcast as we discuss a variety of subjects including fulfilling relationships, vibrant health, community engagement, social impact and of course, stewardship of your finances.