In 2019, we reported that only 9% of advisors met with clients virtually1. COVID-19 has instrumentally changed the way advisors conduct business. In a time when your clients and prospective clients need you the most, how do you meet them halfway?

Advisors who grew their business during the early days of the pandemic have one important quality in common: They’re not afraid to fail. The secret to success is testing a variety of different strategies to engage with clients and moving forward to the next thing regardless of the result. The key is keeping up a strong volume of activity.

Download the “Growing Your Businesses in a Virtual (and Hybrid) World” toolkit and explore the different virtual strategies to help you grow your advisory business.