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

Professional Adviser TV: Breaking down barriers for career movers and young talent

Professional Adviser TV: Breaking down barriers for career movers and young talent

‘Where do they go if there’s no opportunity for them’

Professional Adviser
clock 12 September 2025 • 1 min read
Feel Good Friday: IFA duo take on 240km charity cycle challenge

Feel Good Friday: IFA duo take on 240km charity cycle challenge

Andrew Home and Chris Miles raise funds for Eternal Flame

Professional Adviser
clock 12 September 2025 • 1 min read
My Care Hub expands to public following strong adviser support

My Care Hub expands to public following strong adviser support

Advice sector has played ‘pivotal role’ in successful rollout of care guidance platform

Jenna Brown
clock 10 September 2025 • 4 min read