Over the past year, all our worlds got smaller. We adapted our businesses, family schedules, and personal outlets for stress relief to fit this ‘smaller’ world. As the world begins to open up, now is a good time to reflect on the lessons we learned and create a proactive plan so that we are better prepared for the next interruption whether that be market, health, or business-driven.
After reflection, Goldman Sachs Asset Management’s Business Strategy team has compiled a list of lessons learned about ourselves, our team, and working with our clients during the pandemic. We also leveraged our global footprint to conduct our inaugural client survey and led 1600+ meetings while reaching 17,885 individuals. We have paired our insights from these engagements with our annual global survey responses to generate our industry best practices for financial advisors.
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