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...

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 profession

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

Industry group calls for more flexibility on disclosure

Sahar Nazir
clock 17 October 2025 • 2 min read
You can always make more money, but you can't buy more time

You can always make more money, but you can't buy more time

What’s the ROI on a memory that lasts forever?

Chris Ball
clock 16 October 2025 • 3 min read
Autumn Budget 2025: Reeves should use Budget to 'merge ISAs not cut tax-free limits'

Autumn Budget 2025: Reeves should use Budget to 'merge ISAs not cut tax-free limits'

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 16 October 2025 • 1 min read