In this episode of the ifa Show, Iress manager – practice development team, Kelli Wilmer, discusses some of the lessons that have been learned by the advice profession this year, including that shifting to remote work isn’t as difficult as anticipated, and that demand for advice remains strong despite the challenging regulatory environment faced by practitioners.
Kelli also discusses some of her predictions for the year ahead, such as the continuation of digital client engagement post-COVID, and the importance of business continuity and resilience as the pandemic continues to evolve.
