How Advisors Can Unlock Competitive Advantages While Stuck at Home
April 15, 2020 by Jeff Berman
As advisors navigate through the coronavirus crisis and the resulting market volatility, they are grappling with unprecedented changes, but some of the changes — at least those on the technology front — can actually be used to their advantage, according to executives at six fintech firms.
For one thing, “video cannot be overstated” because it is an absolutely “invaluable” tool for advisors, especially now, Robert Sofia, CEO of Snappy Kraken, said Thursday during the webinar “CEO Roundtable: Leading Through Change,” which included CEOs from five fintech companies and Lori Hardwick, chair of Riskalyze.
He suggested that advisors regularly upload a video message for clients to social media and also send out an “email blast,” telling viewers: “Let them hear you every couple of weeks. Let them see you every couple of weeks — or once a month at least by video.”
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