“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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“The tech winners and losers of the pandemic”

“The tech winners and losers of the pandemic”

Although ethical/sustainable funds eschew fossil fuels, arms and fags, they are more often than not ‘tech heavy’, investing in the Industries of the Future. Most dropped Meta/Facebook when the degree to which they may or may not have been stalking us all became apparent.