Financial Advisor Lessons from 2020

Recorded by: Jack Martin | Insurmark

2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. 

In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic and the skills they have acquired along the way.

In this episode, you will learn:

  • Technological changes that have from COVID-19 
  • Soft skills for advisors in this new world of business 
  • How the holidays will be different for advisors  
  • Lessons of gratitude during this unprecedented time  
  • And more!

Tune in now to embark on a journey of reflection with Jack and Jeff!