Hey Advisors, we'd love your input!
As we head further into 2021, advisory firms are continuing to adapt to new normals as a result of COVID-19. Considering these mainly digital shifts, we at Asset-Map and FA Match are curious about how advisory firms will approach two of the most human-centric areas of their business in 2021: industry networking and recruitment.
We asked ourselves: how have remote workplaces impacted recruiting efforts? Is the in-person conference as we once knew it mainly a thing of the past? As the world continues to evolve digitally, we believe there is a huge opportunity for firms to re-think how they interact with each other and with prospective clients.
Together, we’ve created the 2021 Virtual Advisor Survey to identify the ways in which advisors are adopting new methods for building meaningful connections.
We greatly appreciate your participation in this survey – it should only take a minute. If you’d like, please provide us with your email address to receive the results when they become available.