Advisors use technology to handle challenge in helping clients adjust to the new environment
- Financial advisory firms have had to adapt using virtual technologies to keep their meetings going with clients.
- Their newfound comfort with tech will probably change advisory practices well into the future.
- Top-ranked firms in the 2020 CNBC FA 100 list weigh in on how technology has transformed their businesses.
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The Covid-19 pandemic has pushed more financial advisors to figure out how to meet virtually with clients.

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Advisory firms have had to find ways to be able to adapt through the use of virtual technologies to keep their meetings going with clients. That newfound comfort will probably change advisory practices well into the future.
To that point, the first Zoom video meeting that the advisors at Salem Investment Counselors had earlier this year to discuss financial markets was not a resounding success.
“We spent half the time troubleshooting people’s connections, and then it shut down