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

  1. The new work norm where the era of flexibility and virtual interactions redefine the way advisers meet clients and colleagues
  2. 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.
  3. 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:


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