Now more than ever is a time to reach out to clients, relaying your concern for their well-being and reassuring them of your commitment to helping them reach their respective financial objectives. The elimination of in-person meetings in the near-term may make that harder, but not unmanageable.
Despite social distancing and shelter-in-place orders, you can still have meaningful conversations with clients. Whether over the phone or through video conferencing platforms, you can provide clients a sense of security and control in such unprecedented uncertainty.
In fact, this may be a perfect time for you and your clients to set up a virtual policy review meeting, as many of your clients will have both the time and inclination, given the volatile environment.
To help start these conversations, we’ve supplied client-facing emails and social posts, ready for your personalization, and a Tips to Managing COVID-19 Stress flyer. Use these in conjunction with best practices for video conferencing—as explored in Conducting Business Virtually—to ensure a smooth and productive discussion.