Even in the periods between Lockdowns (Twockdown? LockdownLite?), I wasn’t comfortable going to see clients in their homes. Particularly those who told me ‘it’s fine, we’re pretty relaxed about Covid’. Some advisers have over-embraced the new norm of online meetings, to promote themselves as national rather than local. If you don’t mind a football analogy (no, me neither), that’s a bit like a non-league club on a lucky streak in the FA Cup thinking they’re Chelsea (assuming Chelsea are still good?) Works if you’re in the Cotswolds and been recommended to someone in, say, Bude. But why, otherwise, would someone in Bognor want an adviser in Manchester?
“Hybrid Advice: Do The Numbers Stack Up?”
Hybrid advice has become a buzzword in our business, and the problem is it means different things to different people.
