Good morning and welcome to your Morning Briefing for Thursday 3 November 2022. To get this in your inbox every morning click here. A profile of the future client It is naïve to think the rapid technological advancement under way won’t change how advisers and clients interact. Lois has dug out the figures to
Every now and then I become nostalgic for the late 1990s or early 2000s. Usually it is triggered by the urge to listen to a piece of music. Recently the playlist has included Craig David’s 7 Days, Once Around the Block by Badly Drawn Boy and Usher’s U Remind Me.
There is a common preconception about what a client looks like. Before I joined Money Marketing, my impression was that they were white, late middle-aged multimillionaires primarily men. Of course, a large number of clients still are, but the landscape is evolving. So what does the future look like?