10 Signs You Need to Be a “Hybrid” Advisor

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Most advisors don’t consider themselves a “hybrid” of traditional and digital advising. But the pandemic has fundamentally shifted client and advisor expectations for value. Reverting to pre-pandemic workflows and communication will miss the mark

Instead, advisors need to permanently adopt digital advantages while preserving the unique value of in-person advising. Here are the 10 signs that it’s time to go at least partially digital for good.

Since the start of the pandemic, I’ve heard from advisors who have been looking forward to getting back to normal. Few say, “I need to be a hybrid of in person and online.”

It’s understandable to feel this way – many advisors had been conducting business in a traditional, in-person model for years. It’s natural to want to return to the office-based groove.

However, that in-person advising groove you were in now sounds like a scratched vinyl record. Why? Remote, online meetings and work can be just as effective – and in many ways more enjoyable – than meeting in person. Especially when you’re the client!