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

Identifying financial coercion is part of Consumer Duty – PIMFA

Identifying financial coercion is part of Consumer Duty – PIMFA

‘If you’ve got concerns, you need to take some action’

Sophia Panayi
clock 21 May 2026 • 2 min read
Financial capability: Why advisers are central to the solution – and the opportunity

Financial capability: Why advisers are central to the solution – and the opportunity

Education is the most scalable growth strategy advisers have

Dan Russell
clock 21 May 2026 • 4 min read
Why FCA scrutiny of consolidator integration is growing

Why FCA scrutiny of consolidator integration is growing

A shift from acquisition strategy to integration capability

Isabel Baxter
clock 20 May 2026 • 6 min read

In-depth

Why firms are kicking off with advice for professional sportspeople

Why firms are kicking off with advice for professional sportspeople

‘Unpredictable’ careers and education gap playing a part

Sophia Panayi
clock 12 May 2026 • 8 min read
Standard Life/Aegon UK deal signals provider 'shrinkflation' as advisers await impact

Standard Life/Aegon UK deal signals provider 'shrinkflation' as advisers await impact

'Strategically smart, operationally delicate'

Isabel Baxter
clock 15 April 2026 • 7 min read
Are AI tools the new robo advisers?

Are AI tools the new robo advisers?

Reform not replacement

Laura Miller
clock 07 April 2026 • 8 min read