POLL: Advisers, what do you wear to client meetings?

I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion...

client engagement

marketing

jenny.brown

Advisely Board

12 months ago

Totally agree with deborah.kent I also used to wear a suit some 30+ years ago, but for many it was like putting up a barrier, break down that barrier with slightly more casual clothes, whilst still looking professional and my business took off.
Our advisers definitely do not wear hoodies (unless it's an internal meeting - given we are a virtual business) but the guys will wear a collared shirt, and dress pants, not jeans. They don't wear ties or jackets unless it's cold.
For the girls it's dress pants usually and a lovely top, nice jewellery and a smile :)
As I've said to many a client over the years, we are not like your "Collins Street advisers, with a 3-piece suit" we are relatable and will dress accordingly.
Make sure you are comfortable in the clothes you are wearing, as that's what will make a difference.

deborah.kent
Advisely Board
12 months ago
I Love the Collins Street Advisers Lol

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

Be respectful and courteous to fellow members
If a reply helped you, mark it as a solution so other users can find it easily
Take a moment to read through our Community Guidelines
For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
Introduce yourself and meet other members here!