"My thoughts on virtual and face to face meetings" - as featured in IFA Magazine below is the extract of my quote and you can view the full article here
. . . . . . . . Talking of technology, one piece of tech that is rapidly going the way of the dodo, according to Adrian Kidd, Chartered Wealth Manager at Aylesbury-based EQ Financial Planning, is the phone: “What has significantly changed for us is the fact that people are much more comfortable with video calls compared to phone calls. As we work in a relationship business, it feels that you connect better on video. If I’m talking to a new client, for me it would always be remote video in the first instance.”
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