Industry Voice: The importance of first impressions - getting your 'shopfront' right

BMO Global Asset Management
clock • 1 min read
Industry Voice: The importance of first impressions - getting your 'shopfront' right

First impressions are really powerful for attracting new clients. It sets the tone for what someone expects from your business. Initial interactions can make or break clients' opinion of your brand. So, what are the key touchpoints that form people's first impressions?

Learn more with BMO Adviser Edge and earn structured CPD.

 

More on Your profession

Social media investment advice leaves investors out of pocket - research

Social media investment advice leaves investors out of pocket - research

Over half who acted on social media financial advice regretted it

Isabel Baxter
clock 21 August 2026 • 3 min read
New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

Emily Bradshaw
clock 19 August 2026 • 4 min read
FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA Wealth Management Survey

Patrick Brusnahan
clock 18 August 2026 • 3 min read

In-depth

AI pace of change catches some off guard, but 'high returns bring high risks'

AI pace of change catches some off guard, but 'high returns bring high risks'

From ‘future theme’ to investment reality

Jen Frost
clock 21 August 2026 • 10 min read
Are VCTs still 'the next best thing' for clients?

Are VCTs still 'the next best thing' for clients?

‘These reliefs are constantly changing’

Sophia Panayi
clock 20 August 2026 • 7 min read
Rise of the money coach

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

Sophia Panayi
clock 30 June 2026 • 9 min read