Research Brief

Remote Selling is Here to Stay: An Update on Advisors’ Views as the Pandemic Continues

Financial advisors, and everyone else, want to return to in-person engagements. However, as the pandemic continues, those desires do not necessarily translate into actions. Though around 40% of advisors who were not willing to meet asset manager salespeople in-person a year ago now say they are willing to meet in person, their preferences show a continuation of mostly remote meetings. Learn more about what can asset manager salespeople do to increase their chances of getting in the room with advisors?