In a new episode of the Financial Planning podcast, financial advisor Denika Tokunaga explains the lasting impact of the coronavirus pandemic on her practice.
The founder of Maven Wealth Management — an LPL Financial-affiliated practice with about 100 clients — shared the business challenges and opportunities involved with adjusting to a public health emergency lasting a year and counting. The Washington, D.C. and Baltimore-area advisor answered the following four questions posed by FP Senior Editor Tobias Salinger:
1. How did you adjust your practice during the chaotic early stages of the pandemic in March and April?
2. When it became clear that the pandemic would be a long-term issue, how did you think about the question of growth and approaching new prospective clients?
3. What have been some of the main challenges you’ve faced as an advisor during the pandemic?
4. What new skills have you learned as a result of the pandemic and what you’ve had to do to keep your business going and keep your business growing?
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