Advisers reveal preference for continued virtual meetings

According to CIExpert research

Hemma Visavadia
clock • 2 min read

Advisers are continuing to embrace virtual business processes by conducting their meetings online, despite hybrid working models becoming more prevalent, according to the latest CIExpert Adviser Watch.

A poll of over 260 advisers ranging from protection advisers to mortgage intermediaries found that two-thirds (67%) of advisers would continue to conduct more than half of their client meetings virtually this year, while around one in five (22%) noted that they will carry out all client meetings online, despite the removal of Covid-19 restrictions. This follows the trend that took place in 2021 whereby eight out of 10 (80%) advisers turned to digital methods for their business, with over 50% of respondents revealing that they held client meetings virtually. A further 32% of respondent...

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