As the Senior Vice President of Advisory and Strategic Accounts for Allianz Life Insurance Company of North America (Allianz), I lead a team that helps advisors and clients open their minds to solutions that can potentially produce better outcomes for their financial future. One of the ways we do that at Allianz is by building healthy relationships with the advisors we work with, arming them with the tools they need to communicate, educate and ultimately support their clients.
This has been quite a year, and advisors have had to become more resilient than ever. In fact, we recently kicked off the "Conversations That Matter" project to see just how much advisors have had to adjust to the challenges presented in 2020. We heard directly from hundreds of financial advisors about how their year has been, and we were able to create a special report that captures how the pandemic has affected the conversations financial advisors are having with their clients.