The limits of Technology are quickly reached when you come to mortgage brokers.
With all the excitement around IT and the digital revolution hitting the advice sector, it is easy to miss the human requirement.
According to data from legendary social media influencer in the IFA world, Phil Calvert, IFAs in the USA run 20,000 seminars per annum, face to face, for consumers.
In the UK, we rarely see face to face seminars anymore.
There is a real thirst for consumers to see the whites of the eyes of their advisers.
BAT AI have all the tools for IT work, but there is a limit to Zoom and Teams calls, red light – green light mania.
People need to feel good about themselves.
And you need to get out and about. Leave the back office to BAT