Karen Wright: Onboarding and servicing new clients in a pandemic

The structure of adviser businesses has had a big impact in their preparedness for this ‘new normal'. Traditional client acquisition routes such as networking and referrals have changed in terms of logistics, but they ultimately have not altered the way you can do business. Meanwhile, back office operations were largely prepared for a mass transition to remote working. In that sense the process of onboarding new clients has not altered substantially. But new opportunities have arisen too, with more longstanding clients looking to make fresh decisions and wanting extra help in managing th...