The past 12 months allowed us an opportunity to innovate our ability to establish, cement and build trust with our clients.

You cannot assume the Gen Xers and Millennials who’re receiving that wealth will automatically turn to you for help managing it.

Duke basketball fans have a widespread – and sometimes deserved – reputation for being arrogant, smug and generally annoying. But I have to give the “Dukies” credit for helping to prove that computers and algorithms will never replace human financial advisors.

Yes, I still send emails. But in the interest of building connections and enhancing the client experience, I prefer to make quick phone calls when possible.

The pandemic is financially stressful, but it also demonstrates the value of technology that lets me communicate quickly to my client base.