What have you had to do differently since the pandemic began?
We have been using WebEx occasionally for the past few years, however, during the first few months of COVID 19, we were exclusively meeting with clients or prospective clients by WebEx or Zoom.

What has worked? 
Proactively calling clients to discuss their concerns and fears, and to talk about opportunities that were present because of the volatility in the stock market.

What has NOT worked? 
Worrying about things I can't control.

What is the one most important thing you have learned during the past 4 months?
A lot of people's experiences through these last few months were quite different from one another.