Karen Wright: Onboarding and servicing new clients in a pandemic

Communicate with clients

clock • 5 min read

In many ways, core adviser functions transitioned without major issue as the coronavirus threw up a host of challenges, writes Karen Wright. However, the process of acquiring and onboarding new clients amidst a government-mandated lockdown and curtailment of any face-to-face interaction has been more difficult...

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...

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