Barron’s Advisor News discusses how financial advisors connected with clients during the pandemic in their latest article, ‘Pie Drive-Bys’ and Celebrity Chefs: Will Pandemic-Era Client Events Outlive Covid? Gone were the traditional in-person events, replaced by virtual gatherings, drive-by events and more.

Included in the article are Michael Brady and Generosity Wealth Management’s ‘Seven Days of Thanks.’ When the annual client appreciation movie event couldn’t happen at the end of 2020, the online event filled in.

“Over a seven-day period, he sent clients seven emails, asking a thought-provoking question each day. He asked them, for example, to describe a personal success that made them most proud, where they dream about living, and their favorite charity.

Clients who responded were eligible for a small daily prize, and at the end of the week, Brady donated $500 to one winner’s charity of choice. The effort gave client’s a bit of what they ‘were craving’ Brady said.”

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