Supermarket sweep: What advisers can learn from retailers

Supermarket sweep: What advisers can learn from retailers

clock

The advice industry needs to get to grips with how clients really want to be reached and dealt with, writes Earl Glasgow, managing partner at True Potential

Retailers really do set the standard when it comes to customer relations, particularly the big supermarket chains. They are the very epitome of the term ‘mass-market' and financial advisers should be learning an awful lot from them. Retailers may have reported mixed results in recent months but the bigger picture is the way they treat their customers and focus on building long-term relationships in a highly competitive market. The successful retailers are those who have really paid attention to their online offering; those that have listened to the ways in which their customers want t...

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 Technology

Technology is driving a financial planning revolution

Technology is driving a financial planning revolution

'Don't underestimate what can be achieved in the next decade'

Ben Goss
clock 21 March 2024 • 4 min read
Second wave of AI investment calls for more diversification

Second wave of AI investment calls for more diversification

Investors urged to think outside the box and away from technology

Hope Coumbe
clock 20 March 2024 • 2 min read
True Potential CEO on building technology for the client

True Potential CEO on building technology for the client

‘We say to clients that this is going to be tech-led proposition’

Isabel Baxter
clock 19 March 2024 • 1 min read