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financial advisor

The Kelley Group: Crisis Communication Training for the New Virtual Wholesaler and Product Specialist

One of the first lines of support for financial advisor during a crisis is the wholesaler. These professionals represent the product firms in saying "We're here for you." They've developed relationships with advisors and are concerned with reaching out to them during challenging times. While wholesaler support is most often represented by regular visits to the advisory team's office, the coronavirus has severely limited, if not eliminated face-to-face meetings, and many advisors have been encouraged to work from home.…