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Clients expect new communication methods to persist post-pandemic

from Advisor's Edge

Clients expect new communication methods to persist post-pandemic Advisor's Edge If you changed your client communication methods in response to COVID-19, your clients may want to make that change permanent. Of investors who used new communication methods with their advisors since the pandemic, 62% said they expected to fully or partially maintain those new methods after the pandemic ends, says a client survey from New York–based Broadridge Financial Solutions, Inc., a global fintech firm. READ MORE

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