Thinking Outside the Sales Box to Keep Clients Engaged

Posted July 1, 2020 by Rachel Totten

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Iris - Katie Martz - Keeping Clients Engaged - Synthesis Technology

While wholesalers surveyed advisors on a variety of topics, they’ve found that advisors are most interested in hearing from their peers about:

  • The most common issues clients have wanted to discuss with advisors since the crisis began;
  • How advisors are adapting to the world of virtual communications and what they do to make these sessions more effective; and
  • How advisors are showing appreciation for clients at a time when in-person meetings and events are on indefinite hold.

summarized some of the key findings wholesalers have shared with us on these topics.

Katie Martz summarized some of the key findings wholesalers have shared on how financial advisors keep clients engaged.

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