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From his front-office perch at the Seattle SuperSonics, Palash S. Islam gleaned practice-management wisdom that served him well as a financial planner.

The “one day at a time” mantra was particularly helpful in leading my team and clients through the COVID-19 pandemic.

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

Advisor Zaneilia Harris has come to a bleak conclusion.

Now is not the time to disconnect from supportive networks of other advisors.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

Finding the right collaborator changed my life.

"It took a little time to regain our equilibrium."

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.