Financial Firms’ Outreach to Clients Amid COVID-19
SIFMA recently conducted a survey and released a report assessing how member firms are communicating with their financial advisors (FAs) and how, in turn, FAs are communicating with their clients during this period of unprecedented physical, emotional, and financial challenge.In our latest podcast, SIFMA CEO Ken Bentsen sat down to discuss the findings with our Ken Cella who leads the Edward Jones Client Strategies Group, Kent Christian, President of Wells Fargo Advisors Financial Network, and Evamarie Schoenborn, President and CEO of Northwestern Mutual Wealth Management Company.Transcript…
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