The Corona pandemic has changed the way people communicate. Financial advice has traditionally involved seeing an adviser face-to-face. Covid-19 has forced both advisers and clients to rethink, replacing ‘face to face’ with ‘person to person’. Video conferencing has progressed from a futuristic way to keep in touch to an essential part of our daily lives and businesses, enabling us to retain that ‘personal touch’ in building trust and to maintain service levels.

It has not only been relevant for maintaining face-to-face relationships with our existing clients, but we could also build relationships with new clients as well. In fact, it is even more feasible than ever to build relationships with new clients at a distance, as video conferencing allows to get to know even those who have never “met” in person, face to face!

We use various video conferencing tools, such as Google Hangouts Meet, Zoom or Skype, and clients can easily join using their web browser or App.

Evolve with us, take advantage of the upsides of remote advice.

Less Travel Time 

The average time we or our clients spend travelling to a meeting is around 30 minutes. We asked 50 of our clients and 76% seemed more comfortable with remote advice. 34% preferred a blended approach and then taking remote advice as long as the adviser remained the same.  

Higher availability

Our availability for appointments increased when we started to offer remote advice, and clients too were much more available, enabling us to have more meetings with greater regularity

Higher family engagement

Our remote approach has seen a rise in the number of clients who consult us alongside their spouse or partner, it is now much easier to find an appointment to suit everyone. 

We all lived and worked by what has worked in the past, looking ahead to the future, we need to shape that future in the work we can do today. We will continue to work for you by remote video communication and this will play an increasingly prominent role in financial services, much like many professionals (General Practitioners, Lawyers, Accountants, etc) have switched to video calling during and, most likely, post-corona.

One thing is for sure that in these hugely uncertain times, financial planning has never been more important.