The speedy integration of virtual meetings into the core of financial adviser businesses has been one of the most notable adaptions during the coronavirus pandemic. Here, Julie Best explores how it is affecting financial planners' interactions with clients...
At NextWealth we've previously looked at the tiptoeing shift of financial planning work online, one process at a time. Some aspects of the job flowed readily to online solutions, and others are carefully guarded as things that can only be done properly with a client in the room. And then, overnight, the financial planning sector has taken to Zoom calling clients (and other online meeting technology) like a duck to water. More than just an immediate necessity, many of the firms we've spoken to are finding lasting positives in the new way of working, with efficiencies that we think will be...
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