Thinking Outside the Sales Box to Keep Clients Engaged
Posted July 1, 2020 by Rachel Totten
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.
Katie Martz summarized some of the key findings wholesalers have shared on how financial advisors keep clients engaged.
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