Hybrid advice has become a buzzword in our business, and the problem is it means different things to different people. To many big companies, it’s a combination of a website and a ‘press option 3 for oblivion’ ‘phone service; which, surprise, surprise, isn’t working for most. For others (probably us), it’s a bit of efficient Zooming combined with less efficient but more effective time on your sofa. Hybrid working is a rather different concept. Many tell me that they’ve now become TWATs, Tuesday-Wednesday-Thursday in the office, the rest home-working. For me, a hybrid day works best. Days, when I see at least one or two actual clients in actual homes, leave me feeling great (especially if they’re pleased to see me). All day in front of a screen leaves me dazed and confused. And I know how lucky we are to have the choice. You can’t run a hospital ward, drive a train or, as we learned a couple of years ago, teach kids, from home and so for many, it’s a fruitless debate.
“Hybrid advice models to tackle lack of investor confidence”
OK, a little financial advice business navel-gazing, but nothing new there. We’ve been receiving twice as many new enquiries in the last year or so, but far fewer are becoming clients.
