Are your client meetings online or in person? You told us…

‘Clients may choose Teams even if face to face happens every two years or so’

Isabel Baxter
clock • 1 min read

The majority (63%) of advisers say most of their client meetings are held in person.

In the latest PA Asks survey, we asked advisers to share whether their meetings are mostly online or in person. While the majority responded that meetings are in person, 31% said online and 7% said not applicable. One respondent said that initial online meetings are common, with further meetings in person. "Many advisers are carrying out meetings increasingly online," another added. One pundit who told PA that most of their meetings are online, said: "this has changed post pandemic". Sharing a similar view, another respondent said: "Since Covid-19, clients sometimes now choos...

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

Alex Cowan-Sanluis: There are two ways to grow a business

Alex Cowan-Sanluis: There are two ways to grow a business

'Disciplined growth built around profitability and cashflow offers quieter advantages'

Alex Cowan-Sanluis
clock 01 April 2026 • 3 min read
All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 01 April 2026 • 1 min read
'Why bother?' What to do when change fatigue turns to apathy

'Why bother?' What to do when change fatigue turns to apathy

Re-engaging staff switched off by constant change

Duncan Lancashire
clock 30 March 2026 • 4 min read