How advisers are dealing with face-to-face meeting demand surge

Advisers ‘busier than ever’ as face-to-face meetings make a comeback

Sahar Nazir
clock • 4 min read

Financial advice has traditionally included meeting clients face-to-face but with today’s world embracing a hybrid way of working, advisers need to ensure that the quality of meetings – whether face-to-face or virtual – remains equivalent, writes Sahar Nazir

It comes as no surprise that clients are demanding a return to face-to-face meetings as the world moves on from the pandemic that enforced shift to online only contact. Following lockdown, advisers have been busier than ever with increased enquiries and demand for customer reviews, according to research by Aviva. The insurance firm suggested that the last few years have added to the need for clear and frequent advice. The last year's cost-of-living issues and turbulence in markets which led to clients sitting on accumulated savings has prompted further contact with advisers to help ma...

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