Financial Advisers have revealed the greatest challenges they face to their profitability in 2021
An on-line survey in November 2020 showed the greatest operational concern of almost half of the Financial Advisers surveyed was fewer new clients knocking on their virtual doors next year.
This video features UK Adviser Lee Gardner adapting to a post COVID-19 retention strategy
Keith Richards, chief executive of the Personal Finance Society at the time of writing this article, said: “Financial Advisers have had to adapt to the new normal created by measures to slow the spread of COVID-19 at lightning speed.
“The pace of change shows no sign of slowing down in 2021 and will bring new business risks but also many opportunities to continue to rethink old ways of working, drive greater efficiencies and develop new methods of engaging with clients".
Engage more with clients in less time
Since 2013, Feedsy has been helping time-poor advice businesses with client retention and referral opportunities. We help Financial Advisors, Accountants, Insurance Brokers and Mortgage Brokers regularly stay in contact with their clients by auto-publishing stories to blog pages, email newsletters, client testimonials, social media feeds and more.
How Feedsy helps Financial Planning practices and institutions create a digital client communication strategy
Special offer for COVID-19 and beyond
Ask us if your business qualifies to
receive 50% off the set-up and
the first TWO months for free!
Special COVID-19 relief package.
You can now start automating your customer engagement for as little as
£300 set-up (normally from £600) and £138pm (but pay no monthly fees for 2 months).
There are no lock-in contracts. Prices include VAT.
Our clients have found that the easiest way to discover how Feedsy can help their business is to book an obligation-free 30-minute Advanced Client Engagement review.
What some of our clients have to say
“Feedsy has been a fantastic, time-efficient automated means to enable us to regularly provide relevant and current content to our clients.”
Pilot Wealth Management
“We can set and forget knowing our clients will receive regular contact from us that is personalised and relevant.”
“Feedsy is automatic and looks great. Anything that saves me time is a bonus. Client feedback has also been positive. A great service.”