Lee Fisher: How we've tried to strengthen client relationships in the pandemic

How do we get the balance right?

clock • 4 min read

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...

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 Business

Advice M&A: Why integration needs a day-one plan

Advice M&A: Why integration needs a day-one plan

'Clients need to be brought along on the journey'

Kieran Harkin
clock 26 June 2026 • 4 min read
Out with the 'lucky dip' and in with interrogatable evidence

Out with the 'lucky dip' and in with interrogatable evidence

Four distinct operating models shaping acquisition strategies have emerged

Emma Napier
clock 23 June 2026 • 4 min read
A back bedroom startup to £110m AUM: One adviser's journey of self-belief

A back bedroom startup to £110m AUM: One adviser's journey of self-belief

How Allie Baglow built Allison’s Financial Planning

Isabel Baxter
clock 18 June 2026 • 7 min read