Working from home is probably pretty new to you. For financial professionals across the US, it definitely is. Many firms relied on in-person service for the convenience and enhanced client relationships, but suddenly, that’s all changed.
The Center for Disease Control and Prevention (CDC) and The White House are encouraging Americans to work from home because of the novel coronavirus (COVID-19) pandemic, and thatโs creating a brand-new obstacle for financial planning firms: achieving effective and engaging communication with remote employees.