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How the COVID-19 pandemic has altered client engagement

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Alison Dellow to chat about the importance of client engagement.

With the pandemic putting a temporary pause to face-to-face meetings, advisers were forced to turn to technology to facilitate their client meetings.

In this podcast, Alison Dellow from Hewison Private Wealth talks about the power of technology and how it has altered accessibility and strengthened the adviser-client relationship.

Allison also touches on whether advisers are doing enough and what more they could be doing to enhance engagement.



The ifa Show is brought to you by Sharesight

How the COVID-19 pandemic has altered client engagement
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