Welcome to The Big Q, our regular feature where we ask advisors and wealth management executives for their best answers to challenging questions. The latest topic of conversation: How are you adjusting your practice for post-pandemic conditions?
With vaccination rates climbing and coronavirus rates falling, states are opening up and wealth management practices aren’t far behind. They are returning to the office (some never left) and looking forward to traveling. They are making decisions about in-person meetings based on client…
