“Is video conferencing the ‘new norm’ for advisers?”

Aug 14, 2020 | Digital

It’s five months today since my last actual meeting with an actual client in their actual house. Since then I’ve Zoomed/Teamsed/Skyped/WhatsApped/Facetimed or just ‘phoned 172 (yes, sadly I’ve counted) clients. That’s far more than would have been possible in Precedented Times. And, partly because I’m not driving around all day, partly because my head’s already spinning after a day in front of the computer, I’ve watched films, read books and occasionally talked to my family, rather than answering emails, in the evenings. I was asked this week whether our clients now want face-to-face meetings again. I’d say that’s a two-way, supply-and-demand type question. Do I want them? Do we need them? In the words of David Cassidy (kids etc.), ‘Could It Be Forever?’

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“Hybrid advice is the way of the future”

“Hybrid advice is the way of the future”

‘Hybrid’ or ’now you see me in your living room, now you don’t’ advice, is still the buzzphrase-du-moment in our business since the pandemic made us all tech experts and sent the share prices of Zoom and Co. soaring.

“Behind the Headlines: The relentless rise of hybrid advice”

“Behind the Headlines: The relentless rise of hybrid advice”

To us, hybrid advice means seeing people online as well as in person from time to time; quite a few actually prefer it that way! To the big companies moving in to this trendy, catchphrasey area, it’s going to be a more structured, moneysaving affair; albeit disguised as a way to bring financial advice to the masses.