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On Crisis With Joanna Doven

Dec 2, 2020

Since the pandemic swept the globe, financial markets have been in a "crisis of clarity" and financial advisory firms have been thrust into an uncomfortable dual role:  becoming both financial and crisis communication experts. We talk with Mike Shebak, senior managing director of Clearstead, one of the largest independent financial advisory firms in the Midwest, on how they pivoted their firm from not just managing nearly $25 billion in client assets, but setting daily steadfast client communications that quelled fears and created opportunities to foment even stronger client relationships.