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The Private Ocean team is proud to be named the 2020 Visionary Leader by Financial Planning. The awards recognize firms and advisors who are implementing innovative strategies to help their practices and their clients in response to the coronavirus pandemic.

The first annual Visionary Leader Awards, which determined who had the best idea for transforming their business, impacting the industry or serving their clients, assessed how advisors and their teams adapted and innovated to meet the challenges of the COVID-19 pandemic. In response to California and Washington’s swift shelter-in-place restrictions, Private Ocean’s offices went virtual, literally overnight, with almost no disruption to business.

It also launched a virtual content platform, Ocean Current, amping up it’s digital communications to include webinars, podcasts, articles, market commentaries, live virtual events, business continuity updates, best practice tip sheets, as well as proactive outreach over the phone and by video chat.

We are honored to be recognized by Financial Planning and grateful for the opportunity to help move our industry forward.

Read the full profile on Financial Planning.