Skip to main content (Press Enter).
Login to see members only content
Skip auxiliary navigation (Press Enter).
acplanners.org
Code of Conduct
Skip main navigation (Press Enter).
Toggle navigation
Search Options
Communities
All Communities
My Communities
Member2Member
Board Community Cafe
Find A Member
Network
Post a Message
Share a File
Contact a Board Member
Resources
Member Benefits Guide
Technology Resource Hub
NEW! Planning for the Long Term
ACP Partners
Financial Focus Newsletter
Member Blogs
Searching ACPConnect
ACPConnect Quick Search Tips
Members Only Library Quick Search Tips
Blog Viewer
Linda Leitz was quoted in "When These Advisors Hire Talent, Zoom Isn’t Enough", Wealthmanagement.com
0
Like
Certified ACP Member, Linda Leitz, CFP®, EA, Ph.D., CDFA, of Peace of Mind Financial Planning, was quoted in
When These Advisors Hire Talent, Zoom Isn’t Enough
in Wealthmanagement.com. Leitz says that working remotely has highlighted a need for more formal, automated processes to prevent tasks from falling between the cracks. She says they’re probably a more cohesive team than they were before.
Check out the full article
.
April 2021
.
0 comments
7 views
Permalink
Communities
All Communities
My Communities
Find A Member
Network
Post a Message
Share a File
Contact a Board Member
Resources
Member Benefits Guide
Technology Resource Hub
NEW! Planning for the Long Term
ACP Partners
Financial Focus Newsletter
Member Blogs
Searching ACPConnect
ACPConnect Quick Search Tips
Members Only Library Quick Search Tips
©2022 Alliance of Comprehensive Planners, Inc. | Formerly Alliance of Cambridge Advisors, Inc. | All Rights Reserved.
Powered by Higher Logic