How Financial Advisors Can Help Clients After Hurricane Sandy

Posted by adaniels in Blog on November 7, 2012

Hurricane Sandy disrupted many lives, including those of financial advisors and their clients. Frances McMorris writes for about how financial advisors can help their customers during this time.

The first step is to get in touch with your customers and make sure they are okay. McMorris says that after Hurricane Irene, “the advisors who checked on their elderly clients” helped build “more trust; who created stronger bonds and lasting relationships” with those customers. She said that one advisory team even sent out pizzas to a client after Hurricane Irene to make sure he had “comfort food.”

McMorris says that in the financial advisory industry, people talk a lot about getting trust built with clients, and that the hurricane situation is something where you can make a real difference. “Showing concern during difficult times for clients can make an advisor stand out from all the others,” she writes.

Of course, financial advisors need to make sure that they and their families are taken care of first. But after that, they can help out clients and make sure that they are doing fine after the hurricane, and offer assistance if they are not.

Written by Lisa Swan


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