CoronavirusOct 15 2020

Guide to client recruitment during the pandemic

pfs-logo
cisi-logo
CPD
Approx.60min
  • Describe some of the advantages and disadvantages of remote advice
  • Identify sources of new client generation
  • Explain how providers have adapted

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
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By Melanie Tringham
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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

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