How have advisers fared in the rollercoaster of 2020?

Over the course of 2020, advisers have had to pivot from preparing for the regulatory response to the royal commission, to taking their businesses wholly online and holding clients' hands through the worst economic crisis in recent memory. In this episode of The ifa Show, Iress manager – practice development team, Kelli Willmer, 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.