Prospecting during the pandemic
The pandemic has posed a challenge for advisory firms, which have had to change the way they engage with prospective clients. But a survey conducted by InvestmentNews Research and Transamerica shows that firms have overcome those challenges, with the majority saying they added as many or more clients over the last six months than they in the same period last year.
Click through to learn more about how the financial advice industry has dealt with the changes resulting from COVID-19.