Eddie Grant: Client relationships have become more efficient down electric avenue

'Shorter meetings'

clock • 3 min read

The coronavirus pandemic has affected the ways advisers and clients interact, writes Eddie Grant, and the further use of technology has opened up more efficient avenues

It's been discussed many times that a positive consequence of the past few months in lockdown has been that people have had time to consider their priorities, think about their future and, as part of this, plan their finances. The general feeling of uncertainty and the long road to economic recovery has led to people seeking reassurance and guidance through expert financial advice, and the importance of regular contact and a close relationship with a financial planner has been highlighted as a result. Yet, this contact and relationship has been forced to change. Advisers haven't been ...

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