The Ascendant Advisor: Effective strategies for financial advisors to rise above competitors and client expectations in a post-pandemic world

The Ascendant Advisor: Effective strategies for financial advisors to rise above competitors and client expectations in a post-pandemic world

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The trajectory of the financial advisory profession hit an inflection point during the COVID-19 pandemic. Although the industry was already challenging for advisors prior to the pandemic, largely as a result of a changing regulatory environment and evolving products, services and technologies, COVID-19 compounded these challenges and made face-to-face business development, an advisor's bread and butter, even more difficult. So, what are financial advisors supposed to do about this? Curl up and hide? Coast for the next decade or so before simply retiring? Not going to happen. Advisors are among...