Every financial advisor knows how crucial it is to effectively build trust and connection with prospects and clients.
Study after study and story after story will tell you that’s what clients look for when choosing an advisor and it’s why they stay with their advisors.
But, is it even possible to build the same level of trust and connection virtually? Is it reasonable to expect the same level of comprehension and follow-through from the client (or prospective client)?
Dr. Sarah Asebedo and her colleagues conducted a study to help financial advisors and financial planners better understand the keys to building trust and connection in virtual meetings.
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