It is therefore now more imperative than ever that financial planners present and maintain a positive and authentic online presence and be just as accessible as they were before the lockdown period.
After having conversations with a number of financial planners, it is clear that they are seeking to get to know their clients personally in order to understand their financial needs, desires and overall well-being.
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It is important that all investors are still able to experience this care and attention in the new era of virtual communication.
Louis Williams is head of psychology and behavioural insights at Dynamic Planner
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