Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors

Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors

This turbulent year is almost over and looking back, we see a few clear trends of topics that interested Financial Advisors the most on our blog during 2020. We’d like to share some of them with you now, in case you missed them the first time around.

Here are the first three topics most requested and read by our community of financial professionals in 2020.

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3 Issues Financial Advisors Should Address to Overcome the Trust Deficit in Clients

3 Issues Financial Advisors Should Address to Overcome the Trust Deficit in Clients

Financial Advisors face a huge trust deficit. That’s significant because who holds a more important position of trust than an advisor who can impact when people retire, how they live in retirement, and what’s their financial security late in life when they need it the most? For advisors whose livelihood depends on attracting new clients and retaining them, that’s a major obstacle to overcome every day.

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