This CPD session by Lisa Greensill emphasises the importance of digital professionalism for financial advisors, highlighting how an authentic, consistent, and client-aligned online presence can significantly influence trust, credibility, and client conversion. With most potential clients engaging in the “Google reflex”—researching advisers online before contact—first impressions via websites, LinkedIn, and review platforms are crucial. Lisa outlines key pitfalls like outdated content and inactive social media, and provides practical steps including auditing your online presence, defining your ideal client, polishing profiles, and aligning messaging across all digital touchpoints to ensure your online world reflects your real-world value.
Accreditation Points Allocation:
0.25 Client Care and Practice
0.50 Professionalism and Ethics