Which brings us to our third challenge. How do you deliver important health and longevity focused planning services and have sensitive discussions when you are practicing social distancing? It’s hard to increase the quality and frequency of client engagements when you can’t meet face to face. But there are ways around this. Just as physicians are embracing telemedicine, including texting, video conferencing, and facetiming with their patients, advisors can take advantage of newer technologies to connect with clients in meaningful ways. Find out if your client is comfortable conducting a video chat. Set up a webconference where you can walk them through your plans. Create a short, personalized video and send it to them via email.