Eddie Grant: Client relationships have become more efficient down electric avenue

'Shorter meetings'

clock • 3 min read

The coronavirus pandemic has affected the ways advisers and clients interact, writes Eddie Grant, and the further use of technology has opened up more efficient avenues

It's been discussed many times that a positive consequence of the past few months in lockdown has been that people have had time to consider their priorities, think about their future and, as part of this, plan their finances. The general feeling of uncertainty and the long road to economic recovery has led to people seeking reassurance and guidance through expert financial advice, and the importance of regular contact and a close relationship with a financial planner has been highlighted as a result. Yet, this contact and relationship has been forced to change. Advisers haven't been ...

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 profession

From the annual review to the 'always on' adviser/client relationship

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

Tessa Lee
clock 28 July 2026 • 4 min read
Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read
Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read