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Advisors Share Work-from-Home Client Servicing Strategies

Working from home amid a period of market volatility and coronavirus-induced uncertainty is adding to the client servicing challenges faced by financial advisors.

FA-IQ reached out to advisors and consultants to share their strategies for providing an optimal client experience during these trying times.

Find out what Steve Murphy, Managing Director of Foreside’s Broker-Dealer Consulting area had to say about a firms’ ability to meet compliance requirements while working remote.

Click HERE to read the full article via Financial Advisor IQ.