Mark Loosmore: To (digitally) serve and prosper

Clients now less ‘sticky’

clock • 4 min read

Is your business proposition something you take off the shelf and dust down every now and again or is it, as Mark Loosmore argues it now needs to be, a living, breathing thing you constantly tend and nurture?

A couple of weeks ago I took my youngest daughter to the cinema (the new Star Wars, if you are interested, is a great film - if not quite as magical as the one from the 1970s). After the movie, we had a pizza and then went to buy a few bits and pieces from the supermarket. And it struck only me later that day that I had had almost no interaction with an actual human being at the cinema, the pizza place or the shop. Don't miss PA's live webinar in association with IRESS -'Retaining clients, and their wealth, across generations' - at 11am on 20 March - Find out more or register here I r...

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

PA360: AI 'here now' and transforming adviser workflows

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

Sahar Nazir
clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read
FE Fundinfo adds to platform capabilities with Lunar AI buy

FE Fundinfo adds to platform capabilities with Lunar AI buy

AI business is FE Fundinfo’s fourth purchase in 12 months

Jen Frost
clock 30 April 2025 • 2 min read