Greater use of technology in the advice process necessarily accelerated during the Covid-19 lockdown but clients are now in danger of digital burnout, writes Nick Eatock. Here he discusses how to keep clients engaged as the pandemic drags on
Over the last six months, we've seen a huge increase in the way in which clients and advisers have engaged over technology. Driven by the Covid-19 lockdown, necessity forced a change in the way in which...
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