You're special

We’re all digital now, as John Prescott might say.

But could this become a negative? That’s to say, is technology is now becoming so rapidly normalised that it may cease to be a differentiator?

That was just one angle being discussed at Advice Tech Live last week: a US conference showcasing the newest adviser fintech.

"Clients and prospects are expecting a certain level of interaction and capability from advisers… but if we have all the same tech stack, what’s the value add?" Asked the panel.

Will Zoom, Calendly and a good client portal soon cease to be special?

Even if it does, there’s good news. Because once this tech stack is normalised and becomes standard, then the focus even more naturally swings back in favour of the human element.

Who you are is going to get 1000% more important.

You still need what adviser Helena Wardle describes as: "The steady, human, guiding hand that everyone needs, no matter how good the technology."

Now it’s just a question of promoting it.