Certified ACP Member, Linda Leitz, CFP®, EA, Ph.D., CDFA, of Peace of Mind Financial Planning, was quoted in When These Advisors Hire Talent, Zoom Isn’t Enough in Wealthmanagement.com. Leitz says that working remotely has highlighted a need for more formal, automated processes to prevent tasks from falling between the cracks. She says they’re probably a more cohesive team than they were before. Check out the full article . April 2021 .