As a result of the covid19 pandemic, both advisors and their clients have discovered the benefits of virtual communications. For clients, it has resulted in more convenient, expeditious, and personalized communications from their advisors, which they value tremendously.
For advisors, it has resulted in greater efficiency, more visibility, and more opportunities to connect with prospective and current clients, which translates into more growth and profitability. To a great extent, advisors have been able to turn an obstacle into an opportunity by adopting video conferencing and webinars with great success.
However, with the adoption of virtual communications, advisors have only scratched the surface of technology’s potential to transform their business. Imagine what could happen if advisors take full advantage of the technologies available today that have increased visibility, customer satisfaction, and retention, and converted more leads in other industries for several years.
Let’s take, for example, how tech-savvy Financial Advisors are turning to video marketing and live streaming as a way to get their message out.