Karen Wright: Onboarding and servicing new clients in a pandemic

Communicate with clients

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Karen Wright: "As we find some clients at home and isolated from family, sometimes what they need is some reassurance and sound counsel."
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Karen Wright: "As we find some clients at home and isolated from family, sometimes what they need is some reassurance and sound counsel."

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...

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