Advisers want to spend more time with their clients says Wealth Wizards
Digital is not the future of financial advice, but it gives customers the choice to engage the way they want to. So says Nick Hall, account development director, Wealth Wizards, a financial advice technology provider that also offers guidance and regulated financial advice through its Turo product.
Hall believes that there is a place for digital. “In five years’ time, 50-60 per cent of financial advice will start digitally,” he says, but it is important to digitalise certain aspects of the face to face financial advice process which will give advisers the opportunity to gain quality time with their clients.