Advisors find new routines, and coworkers, during coronavirus
May 19, 2020 by Andrew Welsch
Charles Day has never been closer to his clients — or farther apart.
Holed up in his Long Island home, the UBS financial advisor has been fielding a slew of client calls since the coronavirus outbreak started.
“I’m talking to them twice as much and for twice as long. But because it’s all on the phone, there is still some distance there,” Day says.
Has he seen a single client since the pandemic and lockdowns began?
“No, sadly. And I mean that. It’s sad. I’m such a social person and that’s why I’m doing so many phone calls. This is my circle,” Day says. “I turn 60 next year. If I had a birthday party next year, half [the attendees] would be clients.”