Advisor Case Study: Transitioning in a Pandemic Free Case Study

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"Advisor Case Study: Transitioning in a Pandemic"

Free Case Study: "Advisor Case Study: Transitioning in a Pandemic"

For advisor Brad Goodwin of San Luis Wealth Advisors, COVID brought on a lightbulb moment. He always wanted the flexibility to offer clients the same options and strategies he used in his own finances, but he needed to be sure everyone could emerge through the independent transition a winner. After seeing how well businesses handled the pandemic’s fast-paced change and the “work-from-home” mentality, he knew there was no better time to move forward. TRG 1121-11WX (11/21)
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