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Transitioning Clients During the Pandemic

Posted on: April 4, 2022 by First State Bank Nebraska in Salt Creek

Transitioning Clients During the Pandemic Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic...

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Tags: acquisition, communication, Covid, File sharing, financial advisor, Pandemic, Social distancing, software, technology, transition