Beyond the Balance SheetBeyond the Balance Sheet

The Virtues of Virtual

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The world has changed so much in the past eighteen months, and with it, so has our working style. In this podcast episode, we chat with two advisers and a behavioural scientist about how they and their clients adjusted to ‘the new normal’. The pandemic forced advisers to reimagine the way they interacted with clients, and with this came a different type of connection. But with life beginning to return to ‘normality’ many advisers are asking themselves if they should discard their new skills and return to the old way of interacting, but is that the way forward, or is a hybrid model the answer? Join us as we discuss all of this and more.

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Beyond the Balance Sheet

Beyond the balance sheet lifts the lid on the world of financial advice, removing the typical stereo 
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