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Series 1: Episode 8 - The virtues of virtual? Will remote client meetings outlive lockdown?

Date: 27 October 2021

Series 1: Episode 8 - The virtues of virtual? Will remote client meetings outlive lockdown?

The world has changed so much in the past eighteen months, and with it, so has our working style. In this podcast episode, we chat with two advisers and a behavioural scientist about how they and their clients adjusted to ‘the new normal’. The pandemic forced advisers to reimagine the way they interacted with clients, and with this came a different type of connection. But with life beginning to return to ‘normality’ many advisers are asking themselves if they should discard their new skills and return to the old way of interacting, but is that the way forward, or is a hybrid model the answer? Join us as we discuss all of this and more.

Listen and download Series 1: Episode 8 of Beyond the balance sheet on AppleGoogle or Spotify.

Listen to all episodes in the series

The series is a must for existing advisers, providing useful tips on business development as well as providing insight for anyone considering a new career in financial advice.

Beyond the balance sheet podcasts series