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

The capacity trap: Why advice firms can't hire their way out of the admin crisis

The capacity trap: Why advice firms can't hire their way out of the admin crisis

'You cannot outrun a broken process by adding more people to it'

Stuart Breyer
clock 10 March 2026 • 3 min read
The enduring value of advice in an era of DIY investing

The enduring value of advice in an era of DIY investing

'The debate is about execution and consistency'

Chris Ball
clock 10 March 2026 • 4 min read
Aberdeen's Kenny on 'hugely worrying' financial literacy gender gap

Aberdeen's Kenny on 'hugely worrying' financial literacy gender gap

Recent research findings

Jen Frost
clock 09 March 2026 • 3 min read

In-depth

What does the Schroders/Nuveen deal mean for Benchmark advisers?

What does the Schroders/Nuveen deal mean for Benchmark advisers?

ARs await deal impact amid future sale suggestions

Isabel Baxter
clock 26 February 2026 • 5 min read
The adviser firms private equity wants in 2026

The adviser firms private equity wants in 2026

'People-led durability is now the premium asset in 2026'

Laura Miller
clock 16 February 2026 • 7 min read
Onshore bonds are back – but who is leading the call for their return?

Onshore bonds are back – but who is leading the call for their return?

'Innovation, as ever in financial services, starts by looking in the rear-view mirror'

clock 11 February 2026 • 5 min read