A LENDING DIVISION OF FIRST STATE BANK NEBRASKA

News Grid

04 Jun

Transitioning Clients During the Pandemic

Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic has created numerous challenges and forced many firms to shift to virtual operations. Paired with social distancing rules and lockdowns, in-person client meetings […]