Prospering in a Post-COVID World

The COVID-19 pandemic has caused a fundamental paradigm shift in the way we deal with clients in the financial services industry. It has accelerated changes that were happening before the pandemic brought about by the outside forces of technology, regulation, and demographics. Even with the successful development of vaccines, our industry will not “return to normal” but instead will move to a “new normal.” Use of virtual tools and other changes are here to stay. In that sense, COVID is not happening to you but for you.

Inspirational speaker and behavioral finance expert Joe Jordan will present an informative and inspirational outlook for 2021, outlining why professionals must adapt to this new environment and focus on improving the client experience to be successful.