forbes finance council – PORTIA CAPITAL MANAGEMENT BLOG

How to Keep Your Clients Happy, Even During the COVID-19 Crisis

Posted on August 26, 2020 by Michelle Connell, CFA

What’s the secret to keeping your clients happy? One word: Listen. There is no doubt that COVID-19 has added immense stress to the lives of American business owners and professionals, but we are not alone. As professionals, we cannot discount the stress our clients are experiencing in their own personal and work lives due to […]

Michelle Connell Accepted Into Forbes Finance Council

Posted on August 25, 2020 by Michelle Connell, CFA

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Fort Worth, Texas (Aug. 25. 2020) — Michelle Connell, CFA, owner of Texas-based wealth management firm, Portia Capital Management, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, […]