PA Asks: Would you WhatsApp with your clients?

This week’s poll also looks at client meetings and financial knowledge

Professional Adviser
clock • 1 min read

In this week's PA Asks, we want to know if you would you be open to communicating with your clients on WhatsApp?

Also, are most of your meetings with clients online or in person?   We also want to know if you find it easier working with clients with a high level of financial knowledge?   Finally, what percentage of your clients are aged 35 or under?   Take part here Please kindly note that this poll will close on 2 May

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