Lee Fisher: How we've tried to strengthen client relationships in the pandemic

How do we get the balance right?

clock • 4 min read

Chartered financial planner Lee Fisher looks at the ways his firm have gone about strengthening client relationships during the last nine months, especially after the initial spike of digital engagement subsided...

In this brave new world of social media and email communications, not to mention the Covid-induced Zoom/Teams phenomenon, why firms would not wish to communicate with their clients seems crazy to me. Perhaps there is an element of fear involved and firms thinking that it may lead to awkward conversations? Or it could be because when compared to many other industries, the IFA world has failed to keep up as well with technological advances. Some advisers say that their clients are "too traditional" to have a zoom conversation or attend a webinar. All too often though it is us, not the clie...

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 Your Business

PA360: Secure your place as adviser conference returns to London

PA360: Secure your place as adviser conference returns to London

Join us for practical insights on adapting to change and hear from Alastair Campbell

Professional Adviser
clock 12 December 2024 • 2 min read
What's in an advice firm's brand? Not a lot, it turns out

What's in an advice firm's brand? Not a lot, it turns out

'Businesses spend days, weeks, months even, agonising over their brand'

Justin Cash
clock 12 December 2024 • 4 min read
Why data management could be the key to securing a 'buy and build' exit

Why data management could be the key to securing a 'buy and build' exit

Carefully planned data strategy is attractive to investors

Christian Davis
clock 11 December 2024 • 4 min read