The importance of advisers' digital presence in financial services

'Inconsistency can be just as damaging as invisibility'

clock • 3 min read

Maintaining a consistent, online presence may seem time-consuming but an adviser's digital presence is a critical part of how they are perceived in the modern marketplace, writes Setul Mehta

In today's digital world, impressions are often formed and reformed online. Your online presence is one of the first ways clients (individual, business or introducer) form an opinion of you. Alongside this, you still want to remain visible to existing clients, this becomes even more important during a trigger event as plenty of research demonstrates one in three individuals don't retain the same adviser. Winning over the next generation through social media should not be underestimated.  We all know trust is paramount but a lack of visibility or an outdated, inconsistent online presence ...

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

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
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read