Top tips on attracting clients of the future

What advisers must look to do to attract the customer of tomorrow

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Chris Baigent-Reed, head of client engagement of 1st - Exchange, looks at what advisers must look to do to attract the customer of tomorrow.

With many IFA firms increasingly finding themselves pitted against a wave of RDR changes and rapid technological advancements, the big question advisers need to be asking themselves is how they can prepare to manage client relationships in the future. Over the next years, the IFA market will be characterised by fundamental change. In the lead-up to the RDR and beyond, advisers must be aware of the influences these developments will have on their client relationships. Existing relationships The client relationship is central to the business of an IFA, and for many, the key to maintai...

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