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Primary reasons why financial advisors worldwide reached out to their clients during the coronavirus (COVID-19) pandemic as of March 2021

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Source

Release date

March 2021

Region

Worldwide

Survey time period

March 1 to 16, 2021

Number of respondents

242 respondents

Special properties

Financial advisors

Citation formats

Reasons why financial advisors communicated with clients during COVID-19 pandemic

Published by K. Scholle, Aug 9, 2021
The most common reason why financial advisors worldwide reached out to their clients during the coronavirus pandemic was simply for regular check-ins. The second most common reason why advisors communicated with their clients was to proactively gauge changes to client cash flow or retirement plans. This answer was chosen by almost ** percent of the respondents surveyed in March 2021.
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