COVID-19 has accelerated the adoption of web-based collaboration tools and once again reminded investors that recessions can appear any time. Technologies like Zoom have gone from boardrooms to living rooms, and every generation has become more comfortable with a totally virtual experience. Baby Boomers looking for retirement income planning advice are no exception.
Advisors have felt the impact in AUM during market volatility. They’ve also felt the impact in their marketing as investors became unable or unwilling to attend individual or group events.
So how can advisors raise assets and engage clients digitally in this environment and the years to come? Watch our FPA-hosted webinar now to learn how retirement income planning supported by the IncomeConductor system is the answer to these pressing needs.
Ready to dig deeper and start your free 30-day no-risk trial of IncomeConductor today, including complementary case consultation? Contact us now to get started!