Trend #1: Clients now prefer digital or virtual interactions over in-person

Have you noticed how client preferences have changed? It is imperative to have a service model today that incorporates strong virtual and digital interactions.

Have you noticed how your clients want to meet in person less frequently? Client preferences have changed! It is imperative to have a service model today that incorporates strong virtual and digital interactions.

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“The pandemic has accelerated the shift to digital and remote interactions, forcing companies to adapt and innovate in order to continue serving clients effectively.”

Larry Fink, CEO of BlackRock

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Remember the old days when an investment advisor would meet with clients in person to discuss their investment goals and plan strategies to reach them? These typical quarterly or semi-annual meetings were the primary mode of interacting and nurturing the client-advisor relationship. In the post-Covid world, the way the advisor connects with clients has changed significantly.

Download Trend #1 of our "Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends" series to discover how 85% of investors now favor digital or virtual engagement with their advisors over in-person meetings* and more.

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* McKinsey & Company, “US wealth management: A growth agenda for the coming decade”. February 2022.

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Explore 4 major trends top advisory firms are racing to address and the risks of being left behind in the post-pandemic era:

Download trend #1 of our "Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends" series.

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