Client engagement: What is the 'new normal' for protection advisers?

"The smart intermediary will offer flexibility and choice"

John Brazier
clock • 6 min read
Client engagement: What is the 'new normal' for protection advisers?

Increasing use of digital tools means that advisers have more options at their disposal than ever before, but how will this determine the way in which advisers engage and build trust with their clients?

One of the main effects of increased digitalisation in protection, in conjunction with the Covid-19 pandemic, has been to force advisers to reconsider the best way in which to engage with their clients. Whereas many advisers would have previously relied solely on face-to-face meetings or telephone calls to speak with those seeking cover, virtual meetings on Zoom and Teams changed the game last year and provided another touchpoint under exceptionally restrictive circumstances. Now that lockdown...

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