Many hard-learned lessons from last year are helping advisors rethink both their own practices and the shape of the profession as they look ahead to grow their business in a year that might bring an end to the COVID era, but will by no means signify a return to the way things were.

That's because, like it or not, some of the technologies and new ways of conducting business that advisors adopted last year might have been born of necessity, but turned out to be surprisingly effective and now figure prominently in many advisors' plans for growing their practice in 2021.

In this session, we welcome two executives at wealth management firms to discuss how financial advisors are handling client acquisition in today’s environment, and which hacks they plan to keep using even once life returns to normal.