P1 Investment urges digital tool use to bridge advice gap

Its head of marketing Harry Webster said advisers should be providing subscription-based self-service tools and educational resources. "Use online portals where clients can access financial literacy content, educational videos, and planning tools," he said. "These platforms can serve as a gateway for clients to engage more deeply with your services when ready, effectively bridging the gap between needing and affording advice." Moreover, Webster called on advisers to consider how they can offer experiences that go beyond standard meetings. He suggested that this not only strengthens re...