Distance "Learning"

Most of us have spent the past couple of weeks in some form of sheltering in place, working from home in all likelihood, unable to travel, and separated by “social distancing” from your customary contacts.  This week, we’d like to know how you’re doing – and what lesson(s) you’ve learned.

However well prepared you may have been, however “normal” working from on the road or out of the office may have been before this outbreak, there’s little question that we’re in uncharted waters.  No doubt you’ve had to be creative and innovative in your dealings, in how you’ve arranged for food and medical supplies, with how you’ve remained in contact with your friends, your colleagues, your clients…your loved ones.    

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* 1. How long have you been sheltering in place?

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* 2. Beyond email and telephone, how are you staying in touch with your customers (check all that apply)?

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* 3. How are you staying in touch with your colleagues?

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* 4. Any issues with any of those platform(s)?

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* 5. Generally speaking, plans for Q1 committee meetings?

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* 6. Any new business presentations recently?

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* 7. What's been the biggest adjustment for you/your practice?

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* 8. Other comments about the coronavirus, adjusting your business (and life) to the new realities, reactions of clients/prospects to the new realities, how it's impacted your families, your life, and your future, or life in general?

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* 9. What is your role working with retirement plans?

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* 10. What size plans do you PRIMARILY work with?

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* 11. Suggestions for future survey questions?  Seriously - what would you like to know about/from your fellow NAPA-Net readers?  Or what would you like to be asked?

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* 12. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so!

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