In the wake of the Royal Commission, it is more important than ever for advisers to actively and appropriately engage with clients. Yet a recent survey of independent financial advisers found that almost 50% spend less than two hours per week on client engagement activities and one in 10, no time at all.

ClearView’s Client Retention Survey found that it wasn’t a lack of desire stopping advisers from engaging with clients, 61% said it was lack of time.

Winning client engagement strategies to boost trust, loyalty and retention puts the spotlight on developing deeper client engagement. The 35-page guide is a collaboration between ClearView and academic Dr Katherine Hunt, a specialist on engagement in the field of financial planning.

It delves into the psychology and benefits of deeper engagement and includes a “tried and tested” engagement framework that advisers can implement in their own advice practice.

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