It is an understatement to say that 2020 was a challenging year for businesses—according to a recent survey by Arizent Research/Financial Planning, advisors report that their business clients’ revenues were down 69%. These businesses need the support of a financial advisor more than ever to help them with guidance on everything from government funding to retirement planning.
Fortunately advisors are ideally positioned to support these clients, particularly if they take advantage of current technology and expand their remote work capabilities. A panel of industry experts discuss the survey results and offer practical insights, including:
- Practice management challenges and potential solutions
- Technology investments advisors have made
- Business clients’ challenges and priorities
- Support advisors are offering to clients
Learn what your peers are doing to guide you in your own business development and expansion.
ADP is not affiliated with Arizent Research or Financial Planning.
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