The financial advisor environment is run a great deal on trust and it was therefore no surprise that there was initially a great deal of worry and fear when the pandemic first hit and advisors were no longer able to meet face-to-face with their clients.
We caught up with Dan Hugo, the Chief Executive Officer-Distribution at PSG to talk about their experience in shifting from face-to-face, to this new digital environment in which the world finds itself. How did they keep and build trust with their clients? What opportunities did this new digital environment offer?