client engagement

Advisers reveal preference for continued virtual meetings

Adviser / Broking

Advisers reveal preference for continued virtual meetings

According to CIExpert research

clock 19 May 2022 • 2 min read
Female advisers lead the way in building strong client family relationships

Adviser / Broking

Female advisers lead the way in building strong client family relationships

According to Embark Group’s Investor Confidence Barometer

clock 17 March 2022 • 1 min read
Anna Glod: The need for face-to-face protection advice

Adviser / Broking

Anna Glod: The need for face-to-face protection advice

'Meeting in someone’s home you often form a relationship which is just not possible over Zoom'

clock 08 December 2021 • 3 min read
Emma Vaughan: The opportunities to improve protection for all

Adviser / Broking

Emma Vaughan: The opportunities to improve protection for all

'We are looking at a very exciting, diverse future that will include everyone.'

clock 30 September 2021 • 6 min read
Client engagement: What is the 'new normal' for protection advisers?

Adviser / Broking

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

"The smart intermediary will offer flexibility and choice"

clock 15 September 2021 • 6 min read