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  • ‘Pie Drive-Bys,’ Celebrity Chefs: Will Pandemic-Era Client Events Outlive Covid? – Barron’s

 May 13

by Carolina

Advisors have long wined and dined prospects as a way to attract and retain clients. Covid made in-person gatherings difficult, if not impossible, but the pandemic hasn’t stopped advisors from finding creative ways to engage. Some ideas are sure to continue as the pandemic fades.

At a “pie drive-by,” RIA firm Daniel A. White & Associates in Glen Mills, Pa., distributed more than 300 pies to clients while maintaining social distancing guidelines. During the event, clients were also encouraged to drop off items for Toys for…

Original posted at www.barrons.com

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