Filed Under:Your Practice, Practice Management

The fall of the face-to-face client meeting

Virtual meetings are becoming the more common choice of advisors and clients.

For financial advisors, face-to-face client meetings are becoming fewer and farther between.

“I think it’s a combination that we’re all busy and also people are more comfortable with other forms of contact,” Valerie Porter, president of SummitView Financial LLC in Indianapolis, told ThinkAdvisor.

“As more young clients start financial planning … I think communication would definitely change to where we’d be doing things much more virtually,” she said.

The Peak Advisor study, conducted in February and March as part of Cerulli’s annual advisor surveys, surveyed financial advisors on various trends and best practices for growing and improving business. Key takeaways from the survey included the importance of regular client communication, investing in technology and being transparent about fees. The full survey will be available June 30.

Originally published on ThinkAdvisor. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.


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Nichole Morford

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