Dell Podference: A Fintech Company Navigates the Pandemic
Jill on Money with Jill Schlesinger
00:00
How Did You Communicate With Your Planners?
Lans roberly: I think we spoke y in the pandemic era. Was there something that you guys did to kind of talk to your advisers about how to handle that situation? Or was there someh like montra from on hight, how you helped them? Well, so, sir pirsib, we're always communicating with our planners. We ended up doing weekly, i'll say, educational sessions for all our clients,. Even prospects around what doou need to do from a financial planting perspetWhat we actually saw was almost like rocket ship like growth. From two thousand, i'll says, st 16, two thousand 17. When the pandemic kicked in,
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