The challenges of hybrid financial advice

'Train and prepare'

Julia Bahr
clock • 2 min read

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 embrace technology.  The generally accepted definition of hybrid advice involves the use of technology to enhance, rather than replace, the work of financial advisers. It comes with a number of benefits for both clients and businesses, according to Siadatan. The advice industry rapidly transformed working practices to support its clients, she said, and "advisers and clients increasing...

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