FECIF - The European Federation of Financial Advisers and Financial Intermediaries

 

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Edden Kift

5 ways advisers have remained client focused during COVID-19

The global pandemic has necessitated a rethink by many advisers about how they should go about their business. While some have continued to function relatively easily and effectively, for others it has been more of a challenge.

In speaking to advisers about the ‘new normal’ environment, I am often quizzed about what other advisers are doing. Five aspects have stood out for me. 

Communication
A survey conducted by Financial Advisor Magazine revealed that a lack of timely communication is one of the primary reasons clients leave their advisers. Effective communication doesn’t mean bombarding clients’ inboxes with daily market indicators, weekly economic commentary or a monthly investment statement. While it is important to address investment and financial matters, communicating with clients as unique individuals, with their own goals and aspirations, is key to maintaining and building strong adviser/client relationships.

Request feedback  
During challenging times or when life is less busy, many of us tend to reflect on our personal circumstances. While top advisers make a point of obtaining feedback from clients at regular intervals, if ever there was a time to ask clients about what they need most from their adviser, it is now. I firmly believe that asking well considered questions is possibly of greater importance than the solutions that may be offered. Requesting feedback can be done personally, but...

 

  
 

The European Federation of Financial Advisers and Financial Intermediaries (FECIF) was chartered in June 1999 for the defence and promotion of the role of financial advisers and intermediaries in Europe.

FECIF, the only body representing European financial advisers and intermediaries, it is based in Brussels, the heart of Europe.

 

 

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NEW: FECIF Board Meeting 2018

Board Meeting July 2018 - Brussels, Belgium

 

 

 

 

 
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Fédération Européenne des Conseils et Intermédiaires Financiers (FECIF)
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