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Adam Rideout: Your financial adviser will Zoom you now
Adam Rideout, Financial Adviser at Foster Denovo speaks with the Financial Times about the digital connection with clients looking likely to stay. The idea of a cosy face-to-face chat with a financial adviser while he or she guides you through your plans has been impossible during the pandemic.
However, that should improve when we return to more normal working patterns and when we do, online meetings are going to be here to stay, says Adam Rideout. Advisers were occasionally making use of video conference meetings prior to the pandemic, he points out, but given the experience of the past 12 months it “will perhaps be the preferred method given the flexibility and efficiency it brings”.
But whether there’s a return to face-to-face meeting or greater use of digital technology, he thinks the fundamentals will remain the same.
