What Are the Prospects for Prospecting?

Without question COVID-19 has been a major disruption to business as “usual” – and this week, we’d like to know how (or if) it’s impacted how you prospect for new business.

Findings from Fidelity Investments’ most recent COVID-19 Financial Advisor Community survey show that two-thirds of advisors surveyed reduced their prospecting activity in the first few months of the pandemic, and 51% reported below average results from the prospecting they have done as they adjusted to a fully remote environment.

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1. Has your prospecting activity been impacted by the pandemic?

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2. Are you doing anything differently to prospect now (check all that apply)?

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3. Once we're past this pandemic, do you expect to...

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4. How about sharing one "best practice" tip that you've figured out for prospecting during a pandemic?

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5. OK, last question; how're you doing (check all that apply today)?

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6. Other comments about prospecting, prospecting during the pandemic, prospects for prospecting post-pandemic, response to current prospecting versus pre-pandemic, how alternative approaches have compared with pre-pandemic approaches, how you think the future looks for these approaches, what you've learned (good or bad) during this process, or life in general?

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7. What is your role working with retirement plans?

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8. What size plans do you PRIMARILY work with?

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9. Suggestions for future survey questions?  Seriously - what would you like to know about/from your fellow NAPA-Net readers?  Or what would you like to be asked?

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10. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so (don't forget your email)!

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