During this pandemic, we have been available for our clients.
The first month or we worked to reassure them of the options regarding their assets. Service (and promptness) was the reassurance they needed to confirm they could weather the storm and that we were still here along the way. We kept our office open, with proper protocol, protecting staff (we are very small) and making ourselves available for any issue that arose.
Now that we are months further into this crisis, we are finding clients are more open to discussing and deciding options related to their financial decisions by phone or email. By acting and responding to our clients without panic or overstated worries, they have been reassured and we think that has helped cement our relationship even more.
So bottom line… we have conducted ourselves in a business as usual manner, even though it has been difficult at times.
Frank Owen is President of F.R. Owen & Associates. He is a 2014 Elite Advisor.
Opinions expressed are those of the author, and do not necessarily reflect the views of NTSA or its members.
About the Elite Advisor Award
The NTSA Elite Advisor Awards focus on NTSA financial advisors' innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy. Nominations are open through Sept. 11 for the NTSA 2021 Elite Advisor Awards here. Full terms and conditions are here.
WOWcasts Available
Frank Owen was featured in the 8th WOWcast Series.
In Part I, Past NTSA President Randy Aranowitz interviews Owen, who provides a look at his background and an overview of the business model he uses.
In Part II, Owen provides an overview of the compensation business model he uses.
In Part III, Owen discusses what the NTSA means to him.
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