Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Talking to Professional Adviser editor Julian Marr in the above video, the third of five in this series, Trenholm and Greeves discuss the way in which client engagement tactics may change in the future.
"We see the ability to embrace technology as a vital part of our business. And although we want to embrace technology and use Facebook much more than we are, we also appreciate that it's about the little things," says Catherine Greeves.
"No matter what age your clients are it's about personal contact. That's what financial advisers can really bring to the piece."
Stephen Trenholm agrees when it comes to increasing the use of technology platforms for better engagement.
"We're actively using social media a lot more than we have been. These platforms are going to be a particularly important part of attracting new clients for our industry. And I don't think it's just the younger generations who will drive this change - technology will become a focal point across all industries, and across the generations."
Greeves adds: "Something as simple as Skype has really revolutionised how we deal with clients. The days of driving around the countryside for client meetings are probably disappearing - if they haven't already."