The Impacts Of COVID-19 To The Business Of Financial Advisors With Jonathan Krueger


Manage episode 272764211 series 2793525
By Traci DeForge and Eric Brotman. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The COVID-19 pandemic has turned the whole world upside-down. Almost everyone in any industry has been feeling its effects to varying degrees. Addressing this big elephant in the room, 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.

3 episodes