onboarding new clients

Karen Wright: The challenges of acquiring and onboarding new clients during lockdown

Speaking to Professional Adviser, Karen Wright, Head of Private Clients here at Foster Denovo, discusses how the curtailment of face to face interaction during lockdown has affected client experience.

The structure of adviser businesses has had a big impact in their preparedness for this ‘new normal’. Traditional client acquisition routes such as networking and referrals have changed in terms of logistics, but they ultimately have not altered the way you can do business.

Our job in all cases is to hand-hold our clients and recommend the best course of action. Particularly now, as we find some clients at home and isolated from family, sometimes what they need is some reassurance and sound counsel. Something we believe can still effectively be done, no matter the current circumstances.

Read the full article on Professional Adviser.