2021 Practice Progress Series: When and How to Return to the Office

Given the importance of close client connections and the traditional travel-heavy, in-person approach to doing business, retirement plan advisers faced a particularly challenging year in 2020. Many firms responded to the pandemic by embracing a totally new way of doing things, using more remote meetings and digital tools than ever before. Recognizing savings on travel and office space, some have said the new model could be here to stay. This hourlong editorial webinar will examine whether, when and how advisory practices may return to the “normal” way of doing things. Panelists will consider how the role of office space has changed, what digital tools and solutions have proven most effective, and how client expectations have shifted. There will also be a focus on the latest pandemic updates, including the progress being made in terms of vaccinations and other public health efforts.