In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis. Re-risk Profile Tools: DataPoints: www.datapoints.com Riskalyze: www.riskalyze.com Digital Communication Tools: Snappy Kraken: www.snappykraken.com Lead Pilot: www.leadpilot.io Prospecting Tools Hidden Levers: www.hiddenlevers.com
