Coronavirus  

Guide to client recruitment during the pandemic

  • Describe some of the advantages and disadvantages of remote advice
  • Identify sources of new client generation
  • Explain how providers have adapted
CPD
Approx.60min
Guide to client recruitment during the pandemic
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Introduction

Recruiting new clients can be the lifeblood for many adviser firms, as existing clients move on, or an adviser is just starting out on their business.

But how do advisers go about that now, given the opportunities for meeting people are much more restricted?

Many advisers are now as a busy as ever with some clients who have held off from seeking their service, now coming back for advice.

Many of the existing old ways of bringing in new clients remain - such as referrals, from other clients or professionals.

But advisers are also making the best of newer ways - using digital methods far more than they used to.

This guide is worth an indicative 60 minutes' CPD.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to Carl Lamb in the first article, it is completely impossible to build rapport over video-conferencing, true or false?

  2. What is a big advantage to the advice process of video conferencing?

  3. Most advisers feel fully confident about offering advice on ESG investments, true or false?

  4. According to the third feature, which of the following is NOT a reliable source of potential new clients?

  5. Social media is a good way of raising an adviser's profile, true or false?

  6. How are providers adapting to the pandemic?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe some of the advantages and disadvantages of remote advice
  • Identify sources of new client generation
  • Explain how providers have adapted

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