It’s five months today since my last actual meeting with an actual client in their actual house. Since then I’ve Zoomed/Teamsed/Skyped/WhatsApped/Facetimed or just ‘phoned 172 (yes, sadly I’ve counted) clients. That’s far more than would have been possible in Precedented Times. And, partly because I’m not driving around all day, partly because my head’s already spinning after a day in front of the computer, I’ve watched films, read books and occasionally talked to my family, rather than answering emails, in the evenings. I was asked this week whether our clients now want face-to-face meetings again. I’d say that’s a two-way, supply-and-demand type question. Do I want them? Do we need them? In the words of David Cassidy (kids etc.), ‘Could It Be Forever?’
“Majority of IFAs have no plans to use AI in their practices”
I remember sometime in the 90’s, attending a presentation by a successful adviser providing helpful hints to an audience of wannabes, young and old.
