By Bryce Sanders
Many agents work remotely in the sense they are meeting with clients, cultivating prospects, and generally on the road, not sitting behind desks. Activities are often tracked.
COVID-19 has changed the rules. Suddenly meeting people isn’t good, it’s bad. You risk getting infected or infecting your client. Before things got very bad, very quickly, I heard a story about an advisor meeting their client in the office. The client asked, “Have any of the other clients you’ve met with recently been out of the country?”
Agents and advisors may need to work from home for a while. You’ve seen plenty of articles about the need to call every client in unprecedented times. You know what to talk about, so let’s look at what else you can do while you’re at home:
While the coronavirus pandemic might mean you are stuck at home, you can still make good use of your time.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, Captivating the Wealthy Investor, can be found on Amazon.com