Chartered financial planner Lee Fisher looks at the ways his firm have gone about strengthening client relationships during the last nine months, especially after the initial spike of digital engagement subsided...
In this brave new world of social media and email communications, not to mention the Covid-induced Zoom/Teams phenomenon, why firms would not wish to communicate with their clients seems crazy to me. Perhaps there is an element of fear involved and firms thinking that it may lead to awkward conversations? Or it could be because when compared to many other industries, the IFA world has failed to keep up as well with technological advances. Some advisers say that their clients are "too traditional" to have a zoom conversation or attend a webinar. All too often though it is us, not the clie...
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