ADVICE 2021: Catering for changing customer needs

launch webinar

Advice 2021

Report Launch

Hosted by
Boring Money
Holly
May 12th | 09:00 BST | Show in my timezone
logo

Advice 2021 launch webinar - hosted by Holly Mackay

12th May, 9am

Growth

Where can firms find new business opportunities?

Threats

What should the industry be worried about over

the next 12 months?

Face to Face

Do clients really want advice over video once

social distancing ends?

Sizing the market

Which customer segments should firms be

targeting next?

Trends

Find out about the emerging trends that could

shape the industry over the coming year

Margin pressure

Are more clients starting to question the cost

of advice and how can the industry protect profits?


about

CATERING FOR CHANGING CUSTOMER NEEDS


Will the pandemic be the end of face-to-face advice? For an industry that depends on trust, relationships and face-to-face contact, social distancing has been bad news for financial planners.


So how do clients really feel about receiving advice over video? Is it just a temporary solution or could it be an exciting new future of financial advice?


Will advisers be able to turn technology to their advantage, reducing travel time and overheads to run their businesses more efficiently? Or will our new-found familiarity with zoom calls see customers flocking to Vanguard’s new digital advice offering, and provide the tonic robo advisers needed in order to truly take-off?


The pandemic also witnessed a surge in new, first-time investors and millions more are sat on cash savings built up during lockdown. How can financial advisers engage this emerging group of savers and investors and turn them into the clients of tomorrow?


And what role does financial coaching have to play in closing the advice gap? Will Octopus’ acquisition of Hatch be an important landmark for financial guidance in the workplace?


We’ll address these questions and more in Boring Money’s Advice Report 2021. Join us on 12th May 2021 for a webinar with CEO, Holly Mackay, to find out more.

May
12
Wednesday
May 12th
09:00 BST
Webinar is starting in
0
days
13
hours
12
minutes
50
seconds