In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Most advisors have suspended their formal marketing activities during the pandemic, so they can focus on their clients during a period of high uncertainty. Yet, paradoxically, it appears that some advisory firms are getting more new clients in the pandemic than they ever have before.
What’s going on? The easy explanation is that all the uncertainty is