How to survive and thrive in the customer service era

How to survive and thrive in the customer service era

clock

Going the extra mile for clients is the key to long-term growth and profitability, writes Mark Holweger, managing director, intermediated, at Legal & General...

Regulatory milestones such as the Retail Distribution Review (RDR) and ongoing developments in the pensions and housing markets have completely changed the landscape for financial advisers in the UK. As a result, intermediaries are being forced to move away from a high-volume sales model and towards a customer-centric strategy that promotes brand values such as transparency, quality and value. It is extremely positive to see the industry continue to evolve and adopt these more client-centric practices. Without a doubt, the winners in this market will be able to use this approach to gr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read