[The Wrap] Lockdown low down (have advisers taken their own advice?)
Whether we move to Level 2 next week is not something I am qualified to answer; nor, might I say, are many people who are calling for a shift.
While it appears our sector has come through this period well, I suspect most people are like me and want to get out and about. Financial services is a people business. It's about getting out in front of clients and building relationships with them.
There's nothing like shaking a client's hand; enjoying a coffee with them and eyeballing them. Video conferencing has a place, but it can't replace face-to-face.
A related thought is what does our experiences tell us about the future of roboadvice? When it comes to money matters the human element is critical.
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