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  We all know trust is paramount but a lack of visibility or an outdated, inconsistent online presence ...

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