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For financial advisors and small business owners who are focused on developing and retaining loyalty among clients, the remote workplace reality in the virus era increasingly has ratcheted up anxiety levels and posed new challenges as meetings have moved online.
Thirty-four percent of respondents in a new survey, conducted by the calendar and time management company Doodle and released Thursday, said they are putting in more work to prepare for virtual client meetings than they would have done for an in-person meeting.
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Mike Scarcella
Mike Scarcella is a senior editor in Washington on ALM Media's regulatory desk. Contact him at [email protected]. On Twitter: @MikeScarcella. Mike works on a slate of newsletters: Supreme Court Brief | Higher Law | Compliance Hot Spots | Labor of Law.
