Client engagement is top priority for advisers in 2022

The future of our profession

The challenges brought about by the Covid-19 pandemic have made us rethink many of the things we do – how we go about our daily lives, our jobs, our interaction with our families and friends. In terms of our profession, we have seen a shift in the way we consume information and services – both from a business and consumer perspective - and we have seen the value of advice really come to the forefront.

As we start to look to the future, we reached out to advisers and asked them what their thoughts were about the future; how they were feeling, what their key objectives were, and how their intended to operate. As a result of this feedback, we were able to gain a picture of what our profession may look like as we move forward.

Find out what our survey revealed

We have published the results of our survey in the latest edition of The Adviser, which you can see here

Or you can find out more in our article published on Professional Adviser’s site titled ‘Client engagement is to priority for advisers in 2022’ – see here

We also provided a summary of the results in our recent Advice Show. You can watch this via our OnDemand session, along with all sessions from the show - watch here >

 

 

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