On Thursday, May 14, InvestmentNews took two steps toward the future of the financial advice business. The first step is a reaction to the current reality; the second is the latest in an important, ongoing trend in the market.
Step 1 saw the initial evolution of our event business when we shifted the first of our 2020 Women Adviser Summits to a virtual platform. In an industry that is so people-focused, there’s nothing surprising about the desire to return to communal gatherings. This virtual event experienced great engagement, with hosts fielding questions in a sharp, concise format. The format will be enhanced as time goes on, but it is here to stay. This initial effort proved that it works.
Step 2 reemphasizes the ongoing, long-term effort by InvestmentNews to accentuate the value of expanding the sphere in which your business operates.
Finally, several threads stood out for me during the virtual sessions, but none more than the importance of relationship-building. Everyone strikes a different relationship chord, and the more diverse an office staff is, the more relationships can be built.
So we all must continue to embrace inclusion and diversity, even as we find ourselves working further apart from one another in these trying times.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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