Client demand for digital meetings skyrockets to nearly 70%

This is according to the firm's 2023  ‘Future of Advice' report, which looked at data from 3,000 national representative adults (with a boost from high net worths) and 1,000 advised adults. Founder Holly Mackey told Professional Adviser that people's willingness to get financial advice over some form of video call rather than face-to-face has increased steadily every year since 2019. It has increased from 25% in 2019 to nearly 70% this year. "Since pre-pandemic, people said they felt comfortable with getting financial advice on a video call," Mackey said. "We found that the two ...