Citing the recent Financial Planning Association study
(co-authored by MQRE researchers Deanna Sharpe and Carol Anderson), David Sterman discusses how financial planners and their clients view virtual meetings very differently:
“In a February 8 report entitled, “Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment,” the co-authors found that financial planners may have an unrealistic and inflated opinion of how they have been managing client communications and trust during the pandemic.”
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