PANC 2020: Prospecting and Closing New Business in a Socially Distant Normal
Experts discuss best strategies for retaining and attracting new clients in a virtual world.
Tag: client communication
Advisers Need to Create Exceptional Client Experiences: Cerulli
Investors compare the service they receive from wealth management firms to the type of service they get from consumer goods and technology behemoths.
Advisers’ Leading Role in Cybersecurity
It is important to ask what cybersecurity means to retirement plan service providers and fiduciary advisers—and what steps they can take to ensure the safety of participant assets and data.
Advisers Prefer Face-to-Face Meetings with Clients
A mere 12% regularly use video options like Skype and FaceTime.