As we stand at the cusp of a transformative era in the world of work, our recent exclusive webinar, featuring the illustrious Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, proved to be a beacon of insights into the evolving landscape of financial planning. Rob was interviewed by Anton Eser, CIO of 10X who provided a thought-provoking exploration with Rob on the changes in how we work and the implications for financial planners and advisers.
Key takeaways
- The new work norm where the era of flexibility and virtual interactions redefine the way advisers meet clients and colleagues
- The technological tapestry that is rewiring the nature of work explores the accelerated adoption of digital tools, including the prevalence of virtual meetings, paperless processes, and the emergence of Robo-advisers.
- Rob not only unpacked the changes in behaviours but also highlighted the lessons and constants that financial planners must embrace.
The future of work doesn’t signify obsolescence for financial planners; instead, it challenges them to adapt and evolve. The webinar was a collaborative exploration of what remains unaltered and why these constants are critical in shaping how financial planners navigate their client relationships.
Watch the full webinar here: