Better Business: Keeping customers happy

clock

David Child, managing director of 1st - The Exchange, says the financial crisis and RDR mean strong business relationships with clients are more important than ever for advisers.

Regardless of the ‘green shoots’ of optimism that are currently appearing in the press, the industry cannot be seen to be resting on its laurels as recession and financial pressures are still very much...

To continue reading this article...

Join Professional Adviser

 

  • 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 Client Acquisition

Lee Hartley: “Finalising this deal with Octagon brings another valued business into Fairstone and continues our excellent growth plan for 2019.”

Fairstone adds £150m FUM in seventh acquisition of 2019

Octagon Wealth Management

Sophie King
clock 26 November 2019 •
Advisers respond: Client retention or acquisition?

Advisers respond: Client retention or acquisition?

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?

Sponsored by Architas
clock 07 June 2018 •

Insurance websites failing customer needs

Insurance company websites are not meeting even the most basic customer experience standards according to a recent survey.

Caitlin Morrison
clock 24 February 2012 •