Communication Post Pandemic
Financial advisors typically meet face-to-face with their clients at least annually with many meeting as frequently as quarterly. But the pandemic has changed the habits and attitudes of investors regarding these meetings. For most, any meetings in the last six months between financial advisors and their clients have been virtual. Will this be the model for the future or will the traditional face-to-face model return.
The new virtual world may ultimately result in many changes. Financial advisors should be prepared with the necessary technology and expertise to make these transitions as successful as possible.
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