Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis
September 23, 2020 by Jane Meacham
COVID-19 has upended advisors’ professional lives with many disruptions, including the abrupt halt to in-person meetings with clients. The power of persuasion across a conference table or through a warm handshake has been replaced with long-distance video calls and e-signatures.
But financial advisers who spot in this upheaval the opportunities to use digital marketing to pull in more prospects and leverage technology to fill the void are winning new clients from farther distances and strengthening longtime relationships during the pandemic.