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Client Connection in a Socially Distanced World

Client Connection in a Socially Distanced World

Use this ebook to rethink your client engagement model

In order to help advisors thrive in the current environment, corporate teams need to rethink how they guide the field through and beyond the present crisis to adapt to new realities and seize the very real opportunities to make their practices stronger than before.

Download Hearsay’s latest resource, Client Connection in a Socially Distanced World, to explore:

  • New needs of customers and advisors and the resulting shift in strategic imperatives
  • How the human-client experience model needs to evolve – points of connection, channels, and content
  • Must-have building blocks for a human-first, digital sales playbook in order to acquire new business and expand share of wallet in ways that work in our current world

This roadmap includes guidance on necessary strategic shifts and new tactics and you can apply today to help your advisors deliver authenticity in the last mile, deepening customer relationships – even in a socially distant world.

Get the ebook now!