Tessa Lee, moneyinfo and Lee Robertson, Octo Members
Hybrid advice isn’t a difficult concept for a traditional advice business to adopt. If the value of advice is in the relationship, then the front office is the new battleground and should be at the front of any modern advice service in an increasingly digital world.
Tessa and Lee will identify the key areas of the advice process that you can digitise (without staff disruption or pushback from clients).
Whilst answering where can hybrid advice add the most value to an advice business? And what are the benefits of hybrid advice? The experts will also be taking your questions live throughout the session so don't miss out!