The March 2020 lockdowns and economic upheaval due to the coronavirus pandemic forced financial advisors to adapt how they engage with clients and provide reassurance during a time of uncertainty. Not surprisingly, clients wanted to discuss their plans regarding asset allocations and recent market volatility, but concerns about social distancing meant that in-person meetings were suddenly off the table.
Our whitepaper, Elevating Client Experience Must Be a Top Advisor Priority, explores ways to elevate the client experience, including bringing the human connection into the digital relationship.
