Barron’s Survey: How One Top Advisor Thrived During the Pandemic

0
166


Ali Flynn Phillips, executive vice president and partner at Obermeyer Wood in Aspen, Colo., spends weekends climbing mountains with skis on her backor biking through the rocky terrain around her Colorado home. But at work, she aims to be a rock herself. Steady, reliable, and readily available are the attributes she believes were important in keeping her practice’s 22-person team and600 clients on a healthy and productive track through the pandemic. “We had to do a lot to adapt, but sometimes what was most important was just being a sounding board and steady force,” she says. [Read more in of nearly 800 top financial…



Source link

LEAVE A REPLY

Please enter your comment!
Please enter your name here