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

'Value of advice never been clearer'

Julia Bahr
clock • 2 min read

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 respondents answered questions on a range of issues including their perception of the future of the industry, the most frequent concerns raised by clients over the past 12 months and how advisers will be engaging with their clients going forward. The vast majority of the IFA firms surveyed said they felt positive about their professional future, with only 3% saying they felt pessimistic, the researc...

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 Business

Majority of advisers have segmented client base

Majority of advisers have segmented client base

‘We try and offer advice fairly to all of our segments’

Isabel Baxter
clock 19 April 2024 • 2 min read
Justine Randall: There has never been a better time to be an IFA

Justine Randall: There has never been a better time to be an IFA

Number of advisers not high enough to service client demand

Jenna Brown
clock 18 April 2024 • 2 min read
Is your advisory firm menopause-friendly? Five key areas of focus

Is your advisory firm menopause-friendly? Five key areas of focus

Why it makes business sense to talk about menopause

Jenna Brown
clock 17 April 2024 • 3 min read