Case Study: Prudential’s success in transitioning their Client-Facing associates to building trusting relationships virtually

In this recorded sesssion, Ariel’s CEO, Scott Simmons, talks with Prudential’s Regional Vice President, Head of Specialty Markets and Retirement Counseling, Rob Luciani, about how Prudential’s nearly 500 client-facing consultants rapidly shifted their operating methodology from in person conversations to a phone/virtual environment. You will learn the changes that were quickly implemented, how both the clients and consultants responded, and what Prudential envisions the future of client-facing relationships looking like.