Client Communication Trends Taking Over the Financial Planning Industry

The coronavirus pandemic has impacted nearly every facet of the financial planning industry, but the biggest change may be to the way that financial professionals communicate with their prospects and clients. In March, venture capital firm Sequoia wrote a note to founders about planning for the post-pandemic future. Their guidance was to stay deliberate, but optimistic. To steal their metaphor: When approaching a corner on a racetrack, you hit the brakes as you enter a curve (in this case, the pandemic). But the time to…