The challenges of hybrid financial advice

'Train and prepare'

clock • 2 min read
The challenges of hybrid financial advice

Financial planning has transformed over the past 18 months and advisers face the challenges of a hybrid, post-pandemic financial services world, delegates at PA360 North, in association with Canada Life, heard.

Yasmin Siadatan, sales and marketing director at Dynamic Planner, said financial planning without the face-to-face contact clients were used to has become tougher, particularly for those who do not fully...

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