I try to build programmes that are utterly bespoke, built around the way you live.
City and HNWI people tend to be highly mobile and in transit a lot, so face-to-face alone rarely works. Sure we’ll do face-to-face, but I’ll also communicate by phone, e-mail and WhatsApp through the process, in a pre-agreed way.
We’ll agree a financial platform that feels reasonable to you but still empowers a process of transformation through deep communication. If that means me travelling, or Skype, or WhatsApp, all of those are good ways of talking.
I think a more flowing, multifaceted, more ‘social’ way of interacting reflects the way we are now.