Even in the periods between Lockdowns (Twockdown? LockdownLite?), I wasn’t comfortable going to see clients in their homes. Particularly those who told me ‘it’s fine, we’re pretty relaxed about Covid’. Some advisers have over-embraced the new norm of online meetings, to promote themselves as national rather than local. If you don’t mind a football analogy (no, me neither), that’s a bit like a non-league club on a lucky streak in the FA Cup thinking they’re Chelsea (assuming Chelsea are still good?) Works if you’re in the Cotswolds and been recommended to someone in, say, Bude. But why, otherwise, would someone in Bognor want an adviser in Manchester?
“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.
