FA Magazine
Karen DeMasters, Writer, May 1, 2020
COVID-19 has forced many to work out of office. Vikram Chugh, our Chief Operating Officer, shares why financial advisors are equipped to work from home, and how communication with clients is key during a time like this.
Most information maintained by businesses has been moved to the cloud, so advisors are well equipped to work at home, said Vikram Chugh, chief operating officer and principal at Robertson Stephens Wealth Management.
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Communicating with clients is a key element of success for advisors during a crisis like the coronavirus pandemic, explained Chugh. “Some of our clients are also dealing with health issues. Advisors should understand how they can help clients beyond investments. If advisors have developed a good plan for their clients, this is the time to stick to it,” he said.
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