News & Views

RobMac’s Lisa Doig on the next generation of planners

11th January 2024

Welcome to our Market Meets feature, where we chat to a financial planner at a Christmas market.

This Market Meets interview takes us to one of the most beautiful Christmas markets in Europe, Edinburgh. Here, Lisa Doig, a director at Edinburgh-based advice firm RobMac, discusses the next generation of financial advisers and what the challenges are for younger people looking to get into the profession.

Doig also discusses the potential role of AI for firms in the not-too-distant future.