The virtues of virtual: will remote client meetings outlive lockdown?

The Covid-19 pandemic has affected every aspect of our lives and has meant that many industries have had to change and adapt their working practices significantly.

The financial advice and planning profession is indeed no exception. Advisers have been forced to reimagine how they interact with their clients, which has required a different type of connection.

In this podcast episode, Quilter chat with two advisers and a behavioural scientist about how they and their clients have adjusted to this ‘new normal’.

But with life beginning to return to ‘normality’ many advisers are asking themselves if they should discard their new skills and return to the old way of interacting.

So, should advisers revert to the traditional model of advice, or is a hybrid approach the new and improved solution?

Listen to the podcast here

About Us

​IFA Magazine – for today’s discerning financial and investment professional.

Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners.


    Follow Us

    © 2022 All rights reserved​ to IFA Magazine | Website by: Nivo Digital | Terms and Conditions

    Keep updated on the most important financial events 

    Make sure you are an informed

    wealth professional..

    Adblock Blocker

    We have detected that you are using

    adblocking plugin in your browser.