Whitepapers Archive | Market and Economic Outlook
January 2021
The Next Normal: Embracing Innovation for Financial Advisors
It’s no secret that COVID-19 has upended and drastically changed our lives forever. Orders to stay home and stay safe have expedited the transformation of digitally enabled relationships and technological advances at an unprecedented pace. This pandemic also has created a nearly immediate acceptance of a virtual working environment – one that will stay with us in some form long after the pandemic passes.
This is true for financial advisors, as well.