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advisor working from home in front of two computer screens (Photo: Shutterstock)

Retirement-focused advisors have faced a steady evolution in their day-to-day work over the last several years that has challenged their approach to doing business and working with clients. But no change has been as drastic as what we are seeing in the current environment. We’ve seen a swift transition nearly overnight to a virtual practice, working from home and generally navigating the many uncertainties surrounding a global pandemic.

I have spent the last 10 years observing and working closely with a number of excellent retirement plan advisors, and the best practices I’ve gathered during this time are more relevant now than ever before.


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