Lee Fisher: How we've tried to strengthen client relationships in the pandemic

How do we get the balance right?

clock • 4 min read
Lee Fisher: "At our firm we have tried several new ideas of late including infographics and webinars."
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Lee Fisher: "At our firm we have tried several new ideas of late including infographics and webinars."

Chartered financial planner Lee Fisher looks at the ways his firm have gone about strengthening client relationships during the last nine months, especially after the initial spike of digital engagement subsided...

In this brave new world of social media and email communications, not to mention the Covid-induced Zoom/Teams phenomenon, why firms would not wish to communicate with their clients seems crazy to me. Perhaps...

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