
Wealth management firms are no longer looking at virtual advising as an alternative business model. The dynamics of client engagement have changed in 2020. Financial advisors who are not able to prospect and meet clients online will have difficulty competing in this new environment. Welcome to the new normal. COVID-19 lingers on and folks simply don’t want to come out of their homes unless its absolutely necessary. If your firm doesn’t offer a virtual option, prospects and clients will go elsewhere. In this article, we’ll talk about how you can avoid that. Here’s how to become a virtual financial advisor.