Advisers reveal preference for continued virtual meetings

According to CIExpert research

Hemma Visavadia
clock • 2 min read
Advisers reveal preference for continued virtual meetings

Advisers are continuing to embrace virtual business processes by conducting their meetings online, despite hybrid working models becoming more prevalent, according to the latest CIExpert Adviser Watch.

A poll of over 260 advisers ranging from protection advisers to mortgage intermediaries found that two-thirds (67%) of advisers would continue to conduct more than half of their client meetings virtually this year, while around one in five (22%) noted that they will carry out all client meetings online, despite the removal of Covid-19 restrictions. This follows the trend that took place in 2021 whereby eight out of 10 (80%) advisers turned to digital methods for their business, with over 5...

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