A survey of 650 wealth managers, fiduciaries and financial planners across more than 50 broker-dealers and banks has found that 83% expect to return to a normal, in-office schedule sometime this year, but 51% don’t have a plan in place to do so.
The survey, conducted by Incapital and Red Zone Marketing, also found that 61% of those surveyed have announced safety measures for clients or employees.
The safety measures that they plan to employ include hand sanitizer, which was cited by 25%, and spacing out appointments (19%).
In addition, 67% of all respondents are confident they can attract new business through virtual meetings, while 78% of top producers (those with revenue of more than $800,000) feel the same.
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As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.