Yardstick Agency releases Covid-19 client communication guide

'No middle ground' for communication

clock • 2 min read

Advisers will make or break their reputations depending on what they say to their clients during the coronavirus crisis, a financial services marketing support group has said.

Yardstick Agency, which works with 175 UK advice firms, has issued a guide to help advisers communicate more effectively during this global pandemic. In light of stock market volatility and global uncertainty around the coronavirus, advisers have had an influx of calls and emails about what they should do with their money. Yardstick Agency founding director Phil Bray said the report was constructed in response to the growing anxiety of investors in recent weeks. "We know many investors will be anxious right now," he said. "Even those who have a long-term relationship with their fin...

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

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits

Isabel Baxter
clock 17 April 2025 • 6 min read
UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read