August 24, 2020 / by Don Connelly / Best Practices / 0 comments
There’s no doubt about it: The past six months have changed our business. It’s not just because those of us in the financial advisory business have changed. Our markets and our clients have changed, too. Their habits and behaviors are different.
Case in point: Those of us of a certain age remember closing lots of sales at the kitchen table – often late at night. But with the pandemic, few people are going to invite a salesperson into their home. That way of doing business was disappearing even before the pandemic. Now it may be gone forever.
Here are four communications challenges your peers are facing – and a few words on some possible solutions. We’ll have more in depth content on each of these topics in the future. But here are the basics to get you started.
Read more
4 Challenges Financial Advisors Face in the New Digital Environment – And Solutions
August 24, 2020 / by Don Connelly / Best Practices / 0 comments
There’s no doubt about it: The past six months have changed our business. It’s not just because those of us in the financial advisory business have changed. Our markets and our clients have changed, too. Their habits and behaviors are different.
Case in point: Those of us of a certain age remember closing lots of sales at the kitchen table – often late at night. But with the pandemic, few people are going to invite a salesperson into their home. That way of doing business was disappearing even before the pandemic. Now it may be gone forever.
Here are four communications challenges your peers are facing – and a few words on some possible solutions. We’ll have more in depth content on each of these topics in the future. But here are the basics to get you started.
Read more