New Survey Explores How Financial Advisors Have Responded to the Covid Crisis and Coronavirus Crash
Tuesday, November 17th, 2020
In October 2020, Impact Communications, a leading marketing and PR strategy firm focused exclusively on the financial advisory industry, conducted a survey on Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times. The survey asked hundreds of independent financial advisors to weigh in on how they have adjusted to the challenges posed by the Covid Crisis and Coronavirus Crash.
"The survey was an opportunity for independent financial advisors to weigh in on 2020's pandemic realities and share their stories on how they adjusted when the COVID-19 lockdowns, market turbulence and business realities became apparent," said Marie Swift, president and CEO of Impact Communications. "From the survey we've also learned where advisors have gone the extra mile, what their clients valued most, and whether or not they are getting new business. The survey has given us important insights into the state of today's financial advisors and how they are adjusting their businesses in these uncertain times."
WEBINAR VIA RIA CHANNEL
The results of the survey will be revealed during a webinar via RIAChannel.com on Friday, Nov. 20, 2020, at 1:00 pm ET. The Conversations That Matter survey results, which will be presented by Swift, will be followed by comments and observations from three panelists:
- Bob Veres of Inside Information / Insider's Forum
- Shannon Stone of DHR Investment Counsel, LTD
- Heather Kelly of Allianz Life Insurance Company of North America
Swift and the panelists will provide insights on how financial advisors can:
- Build demand for their services and expertise
- Bridge communication gaps with current and prospective clients
- Shift their marketing efforts to align with changes in consumer sentiment and client perceptions
- Prepare their clients for future lifestyle, market and economic shocks
- Consider new and innovative solutions to help their clients
Click here to sign up to attend the Conversations That Matter webinar:
