At the start of publicity surrounding COVID-19, most clients didn’t take it seriously. As soon as the schools closed, it became obvious to our clients that this was a serious situation. Many of them were scared, and many continue to be afraid of what’s to come. Many of them haven’t left their homes in months!
As an Elite Advisor, we immediately put together a plan to deal with the situation. A newsletter, an email campaign, phone calls and many scheduled video meetings later, we contacted almost our entire client base. Clients were appreciative of the contact, and happy to know we were “on the case.” All contact with them started with concern for our clients’ safety and health, as the money isn’t important if they don’t have their health!
We never closed the office doors, and the clients knew they could contact us if needed to access their accounts. Now that we are completely open, we’ve let our clients know that we have all safety precautions in place, and they can choose how they contact us: phone, video conference or in person!
We continue to navigate this pandemic and work to keep our clients up to date and informed on any developments with their investments.
Lou Deppas is a registered representative with the Legend Group. He is a 2015 Elite Advisor.
Editor’s Note: This piece is part of the Business Insights Series in which NTSA Elite Advisors offer ideas and insights intended to offer members support and provide information concerning business opportunities.
Opinions expressed are those of the author, and do not necessarily reflect the views of NTSA or its members.
About the Elite Advisor Award
The NTSA Elite Advisor Awards focus on NTSA financial advisors' innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy. More information about the Elite Advisor Awards is available here.
- Log in to post comments