Karen Wright: Onboarding and servicing new clients in a pandemic
Communicate with clients
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,...
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