Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
New digital tools have boosted advisors' ability to reach more — but not all — clients.
You can still reach out to prospects even in the midst of the coronavirus pandemic.
Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.
Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.