Advisors have long wined and dined prospects as a way to attract and retain clients. Covid made in-person gatherings difficult, if not impossible, but the pandemic hasn’t stopped advisors from finding creative ways to engage. Some ideas are sure to continue as the pandemic fades.
At a “pie drive-by,” RIA firm Daniel A. White & Associates in Glen Mills, Pa., distributed more than 300 pies to clients while maintaining social distancing guidelines. During the event, clients were also encouraged to drop off items for Toys for...
The Link LonkMay 13, 2021 at 06:30PM
https://ift.tt/2R8QQpK
'Pie Drive-Bys,' Celebrity Chefs: Will Pandemic-Era Client Events Outlive Covid? - Barron's
https://ift.tt/2CPpHAw
Pie
No comments:
Post a Comment