Industry experts from the Women in Protection (WIP) Network on why the continuation of the video call option for clients is high on their wish-lists post pandemic
Just as the world was turned on its axis last year, so was financial advice; although largely to the benefit of women and their financial literacy, according to various members of the Women in Protection (WIP) Network, speaking exclusively to COVER. Literally overnight, some firms had to shift from mainly - or solely - providing face-to-face advice to embracing video technology. With this shift came a noticeable increase in women getting directly involved in the advice process, alongside their partners, securing their input into the decision-making process from the outset. In turn, ensur...
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