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Initial research indicates advisers are resuming face-to-face client meetings

by Graham Simons
30 July 2021
Initial research indicates advisers are resuming face-to-face client meetings
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Some advisers have already resumed face-to-face client meetings, according to research from insurer Zurich.

The survey of 56 advisers this month revealed 68% had resumed such meetings, with a similar number (66%) returning to day-to-day office working. Around a quarter were also meeting with providers.

Two in 10 were fully intent on meeting clients face-to-face.

However, while 22% are planning time in the office, most do not have dates set in stone for when that might be.

The research also showed 65% of advisers are planning to resume in person meetings with providers, while just 13% have plans to return to face-to-face meetings.

Around three quarters (73%) also said they would be comfortable returning to industry events and conferences.

Commenting on the findings, Louise Colley, director of retail protection at Zurich, (pictured) said the industry had done a sterling job in working together to support customers throughout.

“This includes the ability to flex and adapt, with virtual appointments and things like health screenings to help people secure valuable cover,” she said.

“These new ways of working, will certainly remain in place for people who may struggle with mobility or transport issues – or generally balancing appointments with work and childcare.

“That said, for many of us, face to face contact with colleagues and advisers is absolutely invaluable, and it’s great to see that advisers are looking to support this where customers want it.”

 

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