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It’s a crazy statistic given the state of the world today: In 2019, only 9% of advisors met with clients virtually.* With the pandemic fundamentally changing the way we conduct business, and in a time when clients and prospects need you the most, you must find ways to at least meet them halfway. It’s crucial you learn the lesson advisors who grew their business in the early days of the pandemic already did: Do not be afraid to fail. Download this toolkit now to discover 7 different strategies for engaging with clients and understand why you need to keep moving forward to the next idea regardless of the result. Tactics include:
Don’t let a lack of in-person contact keep you from building your business. Ensure you keep trying new ways to grow until you find one that succeeds.
*FPA/SEI Online Survey on Innovation, August 2019; n=436 Financial Planners Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). The FPA is not affiliated with SEI or its subsidiaries. |
