But one of our biggest challenge is helping our clients frame this weird beast in different ways. Most people would kind of thing that I know a lot of things and not many things will be quite unexpected to me.
But Today I am going to be open to talk a little about one of my blind spots.
Back during the Covid period, we thought that our wealth management business is going to be done for. Our bread and butter was to meet clients and we cannot even do that with social isolation.
Thankfully, we know it wasn’t so bad. Humans managed to make it work. Our CEO set a challenge to make 2020 our best year ever, and we did well. And we also did well in 2021 in terms of onboarding new clients.
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