Tips From the Pros: Undue Influence: Focus Factors During a PandemicTips From the Pros: Undue Influence: Focus Factors During a Pandemic

The ability to meet with clients over the phone and via electronic technology (for example, Zoom, GoToMeeting, Microsoft Teams) has permitted planners and others in advisory and financial services to continue to practice during the COVID-19 pandemic. For high-net-worth clients, the ever-increasing potential (following the Jan. 5 Georgia run-off election that resulted in Democratic control of both the House and Senate) that clients may seek assistance in transferring significant wealth over a relatively short period of time has become a reality. Historically, we met with clients in person. We were able to assess body language. We could schedule multiple meetings in an environment where we could communicate and observe the client as we end...