On Crisis with Joanna Doven

Episode 2 w/ Clearstead Senior Managing Director Mike Shebak


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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 , 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.
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On Crisis with Joanna DovenBy Joanna Doven