A wise industry guru told an audience of financial advisers some 10 years ago that we’d need to change the way we work. ‘Traditionally’, we’d meet clients, arrange investments or pensions for them, then go back and see them once or twice a year for years in the hope they’d want more. Embrace and use technology, he said, and maybe reduce your charges. How they laughed. ‘Our clients love to see us. We love driving. No retired person is going to want to use a computer or mobile ‘phone’. And now look at those chickens coming home to roost.
“Sunak and Hunt accused of ‘damaging UK plc’ over NatWest boss’s exit”
Here’s the flip side. Should a business not have the right to choose whom it serves? If you as a client, or more likely potential client, rub us up the wrong way, are a declared anti-vaxxer or support the barges, can we not, as a business, say ‘Be Gone’?
