Adviser firms see client engagement as top priority in 2022 - SimplyBiz

'Value of advice never been clearer'

clock • 2 min read
Richard Ardron, marketing director of SimplyBiz

Richard Ardron, marketing director of SimplyBiz

Increasing client engagement came top of the list of perceived opportunities, according to recent research from SimplyBiz.

The firm published the results of its bi-annual survey exploring advisers' priorities for 2022, and the biggest opportunities and challenges they anticipate in the year ahead.  A total 300 respo...

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.



Already a Professional Adviser member?


More on Your Business

Anthony Rafferty, CEO Origo, said: "On a phased basis, all pension providers will be required to connect to the pensions dashboard to serve consumers with their individual data on request."

Origo's 'Pensions Dashboards Connector' to go live in September

'Reducing time and resource costs'

clock 30 June 2022 • 3 min read
Sustainable Investment Festival 2022: Less than two weeks to go!

Sustainable Investment Festival 2022: Less than two weeks to go!

In-person event takes place 11-12 July

Beth Brearley
clock 29 June 2022 • 2 min read
Tim Sargisson: "Most investors are getting used to various political, financial, and economic factors, particularly since Covid-19. In other words, they are learning to look through the 'noise' to focus on what matters."

Tim Sargisson: Helping clients hold their nerve

'Balancing risk and reward'

Tim Sargisson
clock 29 June 2022 • 4 min read