Two-thirds of advisers return to in-person client meetings

Zurich survey shows

John Brazier
clock • 2 min read

With the ongoing Covid vaccination rollout and removal of social distancing restrictions, the majority of advisers have now returned to meeting with clients in-person (68%), according to research conducted by Zurich.

A similar percentage of advisers have resumed day-to-day working in the office (66%), while nearly a quarter (23%) are also meeting with providers.  The survey of 56 advisers carried out earlier this month found that a further 20% are fully intent on meeting their clients face to face and 22% are planning time in the office - though for the majority, firm dates are yet to be set. The majority of adviser firms (65%) are looking to resume in-person meetings with their providers.  Just 13% have no plans to return to face to face meetings, suggesting a preference for continued remote work...

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