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RIA Leaders 2020: High touch, high tech

ria leaders

Here’s what we know: The unceasing turmoil that has become synonymous with the year 2020 has put unprecedented strains on advisory firms.

In an instant, practices were forced to eliminate the in-person contact with clients that is so central to their businesses and transition to near-universal telework. All the while they had to serve jittery, sometimes panicked, clients while simultaneously keeping their firm culture intact.

But many unknowns: What will the industry look like when the pandemic has passed? Judging by the firms chosen for Financial Planning’s 7th RIA Leaders ranking, the answer seems to be: probably better. Definitely profoundly altered.

Personalized service will prevail. Increased contact, through digital mediums, will prevail.

Foreside’s Mark Alcaide, Senior Managing Director, Consulting, shared his predictions on how higher levels of service will be the expectation as a lasting effect of the pandemic. Read Mark’s full comments in Financial Planning, HERE.