Planners should imagine themselves in clients’ shoes when considering mobile technology
It doesn’t have to be costly or complicated for financial planners to leverage mobile channels of communication with their clients, according to Dr Rebecca Sheils, director, Beddoes Institute. Beddoes recently collaborated with the Association of Financial Advisers (AFA) and Zurich in compiling Connected Convenience – a cross-generational report into the uptake of mobile technology by


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