Adviser Business In Testing Times

InfoMix Special - Week 2

Information sources - try and limit your exposure to speculation or less reliable news sources. Suggest your clients do the same.

Sign up to the governments Covid -19 updates 

And here is the government info on business support

NEW Help for self employed 

For information and guidance on health relating to Covid-19 go to the NHS site

NEW The Coronavirus Act 2020 – quick guide to impact on adult health and social care

NEW Quick InfoGraphic from The Verve Group – on Covid – 19 Considerations

NEW Implications for Business from McKinsey 

Communication solutions - running the business

This is a comprehensive guide from The Yardstick Agency – successful client communication

NEW Business Continuity advice 

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

NEW Continuing the attract new clients – subscription service from FP Advance

Communicating with clients – content 

What are advisers saying?

Investment Trust perspective 

Talking volatility 

NEW Remote pitching – a brief guide

The merits of sticking to a plan 

NEW Reporting a 10% portfolio drop 

NEW 5 top tips for tackling tricky client conversations

Where are the opportunities?

NEW IFAs will thrive – Ray Adams Niche IFA

Access and pricing initiatives 

A view on market opportunity

An excellent article from Simon Kuyper in the FT on the positives that may emerge including lower pollution 

View from other markets

US View –how are advisers advising?

Also from the US on Managing stress

NEW What’s a retiree to do?

NEW Crash busts myths about passive investing – insightful and detailed report 

Look after yourself

Looking after your mental health during the coronavirus outbreak 

Consumer Sentiment - International perspective

NEW Review from McKinsey – how does the UK compare?

Protection focus – for individuals and businesses, protection has to rise up the agenda

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 FCA says work from home

Guidance from ACAS

9 helpful tips 

One adviser’s plan of action for his business

A Guide to remote working from leading agency Ogilvy 

NEW WFH Productively – note this is not a free resource

NEW Video on top tips

NEW 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]