The COVID-19 pandemic has unquestionably affected the financial professional-client relationship. While many clients, and their financial professionals, have opted for virtual meetings as opposed to in-person annual reviews, your relationship with your clients can continue to thrive in a virtual setting.
To gain insights, Jackson and Greenwald Research surveyed 305 consumers with investable assets of at least $200,000 who recently had an annual client review and 305 financial professionals (in client-facing roles who get at least half their revenues form individuals and AUM of $20 million or more) who have recently conducted at least three annual reviews.
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