In the excitement of Mother’s and birthdays, I omitted to mark another important anniversary last...
Digital
“Financial Planning in the Virtual Age”
I attended a Zoom meeting last week with 30-odd fellow financial advisers from around the country...
“Why pivoting to online meetings could damage your marketing”
Even in the periods between Lockdowns (Twockdown? LockdownLite?), I wasn’t comfortable going to...
“The Social Dilemma — this is how the world ends”
Just watched ‘The Social Dilemma’, a new documentary which posits that Twitter, Facebook et al...
The paperless office? There’s a long way to go.
I like to think we were well ahead of the ‘going paperless’ curve as we’ve an online business from...
“Is video conferencing the ‘new norm’ for advisers?”
It’s five months today since my last actual meeting with an actual client in their actual house....
“How much is too much screen time and how can we cut down during lockdown?
For the first few months of sunshiney lockdown, not getting out much was actually great. Online...
“The reason Zoom calls drain your energy”
I have a client who’s been officially working from home for a big US corporation for some years....
‘The paperless revolution?’
We get a lot of post from companies who tell us they can’t stop their old computer systems...
‘Home Delivery Available’
I remember when milk, bread and fizzy Corona (I know) were delivered weekly, as well as the box of...
“Regulator Ofcom to have more powers over UK social media”
I was wondering this week what some rather more senior clients meant by their ‘weekly Post Office...
“Facetime advice predicted to boom in 2020”
We say on our website that we offer ‘face to face advice backed by leading-edge technology’. Is...
“Click to agree with what? No one reads terms of service, studies confirm”
Here’s A Tale of Two T&Cs (sic). Brain surgeon Henry Marsh, in his excellent autobiography ‘Do...
“FCA offers £2m to improve its website”
I splashed out a few months ago on a new website, which looks great, but was expensive. I thought....