Financial advisers adapt to a post-pandemic world

For advisers in the pre-pandemic world, most client interactions were based in the office. Offering financial advice via video call was highly unusual for most. The spread of Covid-19 and the government's drastic actions to combat it have sparked a change in the way advisers work and communicate with their clients. Travel restrictions and limits on people in the office restricted traditional ways of working. Collaborative technology platforms such as Zoom, and Microsoft Teams proved an important lifeline. Dennis Hall, Chartered financial planner and founder of Yellowtail Financial Pla...