Financial advisors face new challenges in the way they manage workflow, communicate with co-workers and clients
Ariel SkelleyLike everybody else in the country, David Yeske is getting a bit stir crazy.For the last eight weeks, the founder of registered investment advisor Yeske Buie has been managing his advisory practice and serving his roughly 500 clients from his home in San Francisco as the coronavirus has spread across the country.Yeske, a certified financial planner, is once again helping his clients cope with a black swan-like crisis to test even the most stoic investor temperaments."As is always the case in a crisis, we've dialed up our level of communication with clients — even more than in the Great Recession," said Yeske, whose staff of 15 are all working overtime from their own homes.This time around, the client calls are less about their investments and more about the general Covid-...
