A survey of 650 wealth managers, fiduciaries and financial planners across more than 50 broker-dealers and banks has found that 83% expect to return to a normal, in-office schedule sometime this year, but 51% don’t have a plan in place to do so.
The survey, conducted by Incapital and Red Zone Marketing, also found that 61% of those surveyed have announced safety measures for clients or employees.
The safety measures that they plan to employ include hand sanitizer, which was cited by 25%, and spacing out appointments (19%).
In addition, 67% of all respondents are confident they can attract new business through virtual meetings, while 78% of top producers (those with revenue of more than $800,000) feel the same.
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