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5 biggest trends in client engagement for 2021

Advisors who are able to adjust and adapt will be well on their way to retaining clients for the long term while also being accessible to new clients.

By Dave Christensen | December 07, 2020 at 09:30 AM

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smiling man at computer having a virtual meeting while looking at financial charts

This year has been full of surprises and has transformed business operations. In an industry where in-person interaction and client meetings are the norm, 2020 has brought digital communication changes that no financial advisor could have predicted.

With the end of the year approaching, it is customary for professionals to look at trends across their industries, assess the landscape, and decipher what to expect from the upcoming year. Trends were radically different this year. Nonetheless, we were still able to look at the data from large firms down to solo advisors to pick out a few trends.

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