Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.
Research conducted among 300 of Quilter's financial advisers found 88% were keen to keep offering advice through video technology. That said, almost half (48%) of those polled reported clients reacting differently to video advice than typical face-to-face meetings. As a result, more than half (56%) of advisers structure their meetings conducted via technology as a result. Three-quarters (77%) said they had gained new clients during lcokdown. Quilter advice business client and proposition director Sarah Waring said: "As we move into our ‘new normal' we need to think about what practice...
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