The Ascendant Advisor: Effective strategies for financial advisors to rise above competitors and client expectations in a post-pandemic world.
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The trajectory of the financial advisory profession hit an inflection point during the COVID-19 pandemic. Although the industry was already challenging for advisors prior to the pandemic, largely as a result of a changing regulatory environment and evolving products, services and technologies, COVID-19 compounded these challenges and made face-to-face business development, an advisor's bread and butter, even more difficult.
So, what are financial advisors supposed to do about this? Curl up a...






















