Providing a personal service will always be part of running a successful business, but in certain situations - with certain types of client - technology offers a great alternative to face-to-face get-togethers.
Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.
The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.
Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.
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