Bob Veres E-Column: COVID Marketing
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
close up of hand typing on laptop
Professional Insights

Bob Veres E-Column: COVID Marketing

1 year ago · 3 min read

SECTION

EXCLUSIVE

In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.

Most advisors have suspended their formal marketing activities during the pandemic, so they can focus on their clients during a period of high uncertainty. Yet, paradoxically, it appears that some advisory firms are getting more new clients in the pandemic than they ever have before.

What’s going on? The easy explanation is that all the uncertainty is

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgot email?
Forgot password?

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content