A survey of 650 wealth managers, fiduciaries and financial planners across more than 50 broker-dealers and banks has found that 83% expect to return to a normal, in-office schedule sometime this year, but 51% don’t have a plan in place to do so.
The survey, conducted by Incapital and Red Zone Marketing, also found that 61% of those surveyed have announced safety measures for clients or employees.
The safety measures that they plan to employ include hand sanitizer, which was cited by 25%, and spacing out appointments (19%).
In addition, 67% of all respondents are confident they can attract new business through virtual meetings, while 78% of top producers (those with revenue of more than $800,000) feel the same.
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.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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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