"This event is going to create a unique environment for creating awareness and also validating where an advisor wants to take their practice." - Adam Holt, Asset-Map
'Ironically, there is a hefty amount of thought and teamwork that needs to happen behind the scenes in order to create a simple user experience." - Evan Kramer, CEO White Glove
The COVID-19 pandemic seems to be marking a major change in thinking and perceptions across health, justice, as well as, in government, corporate, and personal responsibility.
[All financial services professionals, their vendor partners, and their clients were catapulted into a new virtual operating environment due to the COVID-19 pandemic.
"We all need to be as open to opportunities, embracing all the expertise there is out there in the industry, and start implementing the latest technologies and solutions as we transition from physical to a virtual advisory role." -
[The COVID-19 pandemic has been a catalyst for dynamic change for advisor businesses in all but one area – the ongoing and inexorable march of regulation and compliance.
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