COVID-19 has transformed the way we communicate; video chatting has ultimately become the acceptable and possibly preferred method of interacting. Scott Hanson, co-founder of Allworth Financial, will explain the best way to approach client contact through crisis and market volatility. Hanson will discuss Allworth’s digital response as well as developing a revised client outreach plan, transitioning to digital advising, expanding services, shifting marketing messaging, and the vision for the future of a digital client experience.

• Recall methodologies for communicating effectively with clients during periods of crisis as well as post-crisis
• Differentiate and demonstrate appropriate tactics to enhance the digital client experience
• Describe ways to identify additional opportunities to expand services offerings to meet the needs of prospects during a crisis