Since March 2020, Vector Wealth Strategies has implemented new practices to continue their established level of personal attention and protect their clients and staff from the threat of COVID-19. Keeping the office minimally staffed and transitioning most team members to working remotely during this period, Vector has stayed closely connected with clients by phone calls and Zoom meetings.
When market volatility was at its worst during March and April, Vector ramped up communication with their 400 client households. They conducted almost 1,200 phone calls that resulted in 18,591 minutes on the phone — equivalent to nearly 13 days.
“Our primary focus was maintaining relationships and reassuring clients during such a challenging time,” Jay Dryden, managing partner, said.
Dryden said that in order to help ensure top-notch customer service, they hired a new relationship manager, as well as a new associate advisor. They also began using Zoom for client meetings. “We wanted to ensure that our clients would receive the same level of care that they would if they were in the office.”
“Using Zoom helped maintain some level of normalcy, all things considered,” Kelly Moise, senior partner, said. “Just being able to see people face-to-face, even virtually, was a great way for us to stay connected with clients and know how they were doing.”
“The last few months have changed the way that everyone works, provides for their families and socializes,” Dryden said. “We are grateful for clients who have been patient with us during this unpredictable time and for the opportunity to serve them, even amid the challenges of a global pandemic.”The Vector Wealth Strategies team serves clients primarily in the Southeast United States, helping them meet their retirement goals and transition from successful careers to significant second halves.
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