Excerpt from report
Many aspects of daily life shifted for Americans when the COVID-19 pandemic swept through the country in 2020. The one lasting effect that might stand out above all others, though, is the number of activities that had to go fully digital.

Most industries have been living a hybrid lifestyle for at least the last decade. Restaurants offered in-person dining, but could also deliver through apps like UberEats, and allow reservations to be booked online instead of over the phone.

Until the pandemic, financial advisors had also been enjoying a hybrid approach to business development. Firms had increasingly been incorporating digital marketing efforts to supplement the in-person events and meetings that have long been a hallmark of the wealth management industry...

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