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.

 

Related Topics

BMO Global Asset Management
Author spotlight

BMO Global Asset Management

View profile
More from BMO Global Asset Management

Industry Voice: The adviser as life coach

Industry Voice: Improve your practice by challenging your biases

More on Your profession

CII publishes vulnerability data guidance for firms
Your profession

CII publishes vulnerability data guidance for firms

Consumer Duty and GDPR

Cameron Roberts
Cameron Roberts
clock 19 June 2026 • 2 min read
Baillie Gifford rolls out Sharia-compliant fund amid 'strong' demand
Your profession

Baillie Gifford rolls out Sharia-compliant fund amid 'strong' demand

Follows engagement with Islamic finance scholars

Sophia Panayi
Sophia Panayi
clock 18 June 2026 • 2 min read
Charging deceased clients accidentally 'more common' than advice profession would like
Your profession

Charging deceased clients accidentally 'more common' than advice profession would like

‘The fee outlives the service because the records do not talk to each other’

Sophia Panayi
Sophia Panayi
clock 18 June 2026 • 4 min read

In-depth

IHT on pensions: Advisers on a new way of working
Tax planning

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
Jenna Brown
clock 10 June 2026 • 8 min read
Workplace culture and the thriving financial advice practice
Your Business

Workplace culture and the thriving financial advice practice

Best Financial Advisers to Work For 2026

Jenna Brown
Jenna Brown
clock 04 June 2026 • 10 min read
Labour leadership contest: What a change could mean for IHT on pensions
Tax planning

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

Jen Frost
Jen Frost
clock 28 May 2026 • 6 min read