The Human Touch. Hybrid advice, technology and the role of the adviser

14 June 2022

AdviceClientFinancial adviserHybridMindful ofMindful OfTechnologyvalue

Expert: Chris Shaw, Dundas Consultants. Facilitator: Chris Baigent-Reed


  1. Firms need to look at a way of demonstrating value and not focusing on the costs of the advice provided
  2. As a sector, firms need to get better at articulating what we do and the benefits that can be gained from getting advice
  3. One size advice doesn’t fit all and giving clients more choice in the advice journey will deliver benefits
  4. Firms should be considering a hybrid strategy
  5. Financial Advice firms need to find a way to get the education about financial services to the younger population who have emerging wealth, as research shows that a high percentage of GenXers and Millennials prefer this hybrid advice model