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Clive Waller: This is what the post-pandemic planner looks like
By Clive Waller 6
th April 2021 9:06 am
Forecasts of our behaviour in the wake of the pandemic won’t disappear until the crisis is well behind us. The working-from-home issue tends to dominate conversations.
A friend of mine is an adviser based in New Orleans. A while back, she tweeted that she now regarded the whole of the US as a potential market because video had made face-to-face meetings redundant. For some clients, that will work. What we don’t know yet is what proportion.
Pre-Covid, many advisers worked on a hybrid basis, with functions such as compliance, investment and paraplanning outsourced. How much further can, or should, they go towards a virtual office?