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...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your Business

True Bearing chairman George Critchley added: "The firms we have decided to buy have been run by people with the same down to earth attitude as ours, so it appears there is a good cultural fit. We value every pound that our investors trust us with." 

Chorley-based True Bearing AUM passes £1bn milestone  

The firm bought nine IFAs in 2022

clock 23 September 2022 • 2 min read
How financial advice firms can ride the expected 'wealth wave'

How financial advice firms can ride the expected 'wealth wave'

Nick Hall says a wave of wealth is approaching and says technology is the key to gaining ground

Nick Hall
clock 22 September 2022 • 2 min read
LoA and transfers remain a major issue in the industry

LoA and transfers remain a major issue in the industry

The Lang Cat finds letters of authority are taking six months

clock 20 September 2022 • 3 min read