With the first half of 2020 being ravaged by the Covid-19 pandemic, financial professionals are scrambling to shift towards a more accessible client dynamic that can benefit both parties while maintaining proper social distancing measures.
US structured products distributor Incapital has released a survey revealing that only 23% of financial advisers (FAs) plan to meet with their clients in-person. Some 48% opt to use Zoom as a means of communication, 41% say they would primarily communicate via phone and 28% have chosen WebEx as their main medium. Overall, 76% respondents stated that they would make a conscious decision to speak more frequently with their clients in 2020 than in 2019. Amid new marketing and business strategies,
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