Advisors Struggle to Reopen Offices

In WealthManagement.com, financial advisory firms, including The Humphreys Group, share the challenges they’ve faced in trying to reopen their physical offices.

“As advisors gingerly try to open up their offices, they’re finding it’s as complicated as, if not more than, transitioning to remote work,” WealthManagement.com writes. “[M]any aren’t going so far as erecting plexiglass partitions or other costly adjustments to the physical office. But they still have to juggle scheduling logistics, employee health concerns, the local COVID case count, buying thermometers. The result: a largely jerry-rigged, ad hoc system at the office and, in some cases, a decision to stick with remote work for the foreseeable future.”

The Humphreys Group decided to stay remote at least until the end of the year, in part because the commute requires taking public transportation, plus an elevator ride. The social distancing that would be required at the office would also hinder the collegial environment they once enjoyed.

WealthManagement delivers independent editorial expertise and financial services marketing solutions for measurable ROI. Over 435,000 financial advisors and wealth professionals rely on WealthManagement information, editorial insight, and analysis to assist them in their client activities to improve practice management and gathering of assets. Their marketing services and multimedia channels are used by several hundred wealth management firms daily to promote and communicate product, brand, and career opportunities to financial advisors and wealth professionals

The Humphreys Group is a women-owned and women-operated wealth management firm based in San Francisco, California. The firm offers highly focused financial planning and disciplined asset management to a range of clients. Their expertise is helping women in transition navigate their particular challenges — such transitions as marriage, divorce, widowhood, inheritance, or that first stock option grant. Their passion is helping their clients take control of their own financial lives and get smart about money.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

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