Talking to other advisers, It’s interesting that many of the younger ones are most resistant to using technology for client meetings. In financial adviser terms ’younger’ means under 55, so we’re not talking snowflakes here. The problem, I think, is their assumption that their clients, especially the (genuinely) older ones will struggle or have problems with it all. My experience to date is that virtually (see what I did there?) everyone of every age can work some sort of video tech, including my Skype-ing 97 year-old father. So, no excuses, get with it, guys!
“Letter of authority: Why now is the right time for change”
This may sound like a non-issue from outside the world-of-financial-advice bubble. It is the bain, however, of the daily working lives of many of us, particularly of those paid by we advisers to do the dirty work of dealing with the many providers with whom we have to work.
