In the second of PA's new Millennial Money video series, where experts dissect the money issues that matter most to millennials and those who advise them, Jane Hodges argues technology is a "brilliant" gap-fill for clients who cannot yet afford full advice fees.
Money Honey financial adviser Jane Hodges - who offers a virtual advice experience to customers over Skype - argues advisers should not think of technology as a threat to them, but rather a "brilliant way to fill the gap for those unable to afford full advice fees". Millennial Money: 'Anyone not taking on younger clients is closing down' Fellow panellists FTRC director Ian McKenna and Dunstan Thomas director of retirement Adrian Boulding agree the advice market should change, while urging the sector to avoid falling into the trap of using methods traditionally used to attract baby-boo...
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