An Iress poll asked financial advisers how they’re getting on so far and the results are in...
We always knew that financial folk were a resilient bunch and now we have proof.
In a recent webinar, The Virtual Adviser, we asked our audience of 200 UK financial advisers, planners and brokers how well they’ve adapted to the new virtual way of working.
Over a third (34%) said they have adapted very well, almost without a hitch. A further 45% said they’ve adapted ‘quite well, after a few initial teething issues’.
17% admitted they’ve taken a little while to get there while only 4% feel they have not adapted well and are still struggling.
The findings paint a positive picture of the sector which must continue to deliver good financial guidance through an increasingly challenging time. Practices have had to embrace technology to stay safe and stay connected and it’s taken some outside their comfort zone. But while clients will accept a few rough edges as everyone gets used to the new digital way of interacting, as time goes on they will expect their experience to be seamless.
Whether you’re nailing it or still finding it a struggle, The Virtual Adviser webinar is packed with useful tips and pragmatic ideas from experts who know what works when it comes to running a financial advice business remotely and how to keep that all important client engagement going - watch it on demand here.
For more articles exploring ways to stay connected with clients and your business, take a look at our coronavirus resource hub.
If you are struggling with any aspect of your virtual advice technology, give us a call to see how we can help.
If you use Iress software, you can find even more support from the Iress Community.
