The survey of 2,000 finance industry professionals showed 76% of men were offered a promotion at least once without requesting it, compared with 57% of women.
Four fundamental aspects of the sales process can be adjusted for COVID-19.
James T. Booth pleaded guilty to securities fraud last year for defrauding clients of nearly $5 million in investments, according to the Department of Justice.
Digital marketing has exploded during the pandemic. Younger investors are more receptive to it than older ones.