Information sources
Try and limit your exposure to speculation or less reliable news sources. Suggest your clients do the same.
Chancellor extends furlough scheme
Government publishes lock down lift off roadmap – full document
Sign up to the governments Covid -19 updates
And here is the government info on business support
For information and guidance on health relating to Covid-19 go to the NHS site
The Coronavirus Act 2020 – quick guide to impact on adult health and social care
Quick InfoGraphic from The Verve Group – on Covid – 19 Considerations
Implications for Business from McKinsey
Communication solutions - running the business
NEW How Coronavirus is changing data protection
NEW Advisers missing face to face client contact
10 Reasons why clients will prefer virtual meetings
10 Tips to supercharge your webinars
The Perils of Pitching in lockdown
How we made pro videos in lockdown – essential tips
Carl Lamb – adviser- is it necessary to continue to see clients?
Tips for small businesses from Google
Which video conferencing tool to use?
This is a comprehensive guide from The Yardstick Agency – successful client communication
On line communications – how to do it. This Guide to Zoom also from the Yardstick Agency
On line comms – with Zoom – for colleague and client communications and meetings
Face time advice to boom this year
Transform your remote client meetings
Continuing the attract new clients – subscription service from FP Advance
7 Steps to creating a winning webinar
Communicating with clients – content
NEW Email marketing tactics to test now
Using behavioural finance communication with clients
5 Strategies for client communication
Adviser view – do we still need to see clients?
Financial decision maker sentiment
Remote pitching – a brief guide
The merits of sticking to a plan
Reporting a 10% portfolio drop
5 top tips for tackling tricky client conversations
Where are the opportunities?
NEW – Graphic display – life returning to normal
NEW Prospecting during a Pandemic
NEW Guide to Advice after the Pandemic
NEW Trust and Transparency in a post coronavirus world
The merits of a holistic approach
Wealthiest households save £23bn during lockdown
Opportunities for a digital world
COVID 19 has forced pensions to be better
The role of innovation in the UK’s COVID 19 recovery
Pandemic should not slow down diversity push
Diversity and Inclusion as necessary elements in your business
Operating models for the next “ normal” – taking inspiration from consumer
Guide to advising the self -employed during COVID – 19
How to demonstrate calm and optimism in a crisis
The next normal – what to stop and what to start and accelerate
What a return to the office might look like
How adviser businesses can reshape
Financial organisations doing their bit
InfoGraphic on projected recovery by country
Fighting a pandemic with technology
How one adviser responded to market conditions
Simplybiz boss on making COVID -19 changes permanent
Guide to advice during the pandemic
IFAs will thrive – Ray Adams Niche IFA
Access and pricing initiatives
McKinsey on leading through the crisis
View from other markets
NEW What makes a website compelling?
NEW Tips for prospecting during the pandemic
Assess your COVID 19 coping style
Zoom etiquette from a confessed offender
Pandemic will force big changes in financial planning
What will wealth markets look like?
How the pandemic will shape future of RIA’s
US View –how are advisers advising?
Also from the US on Managing stress
Crash busts myths about passive investing – insightful and detailed report
Look after yourself
How to support mental health and wellbeing
Looking after your mental health during the coronavirus outbreak
A bucket list strategy for stress and referrals
Taking care of our mental health during lockdown
Consumer Sentiment - International perspective
from McKinsey – how does the UK compare?
Financial decision maker sentiment during the crisis
Protection focus – for individuals and businesses, protection has to rise up the agenda
Collaboration – a new necessity
Protection networks offering support
Updates and resources from Protection Guru
5 positives from Cover Magazine
Working from home ( WFH ) – many of us do this already some or most of the time but all of the time – that brings new challenges
NEW Lessons from working from home
NEW 8 return to work challenges for HR Managers
5 Productivity methods you should try
How people and companies feel about remote working - infographic
Working from home – how to make it work for you
Charts – how people feel about working remotely
Regus on a professional home working set up
Solving the problem of remote working
One adviser’s plan of action for his business
A Guide to remote working from leading agency Ogilvy
WFH Productively – note this is not a free resource
Things to help you WFH from Not on the High Street
Stay in touch
We hope you find at least some of this of use to you, your business and your clients. We will keep this InfoMix Special Hub going for as long as you need it. If you have other things you’d like us to include just let us know on [email protected]
