- THE IMPACT OF COVID LOCKDOWN AND WORKING FROM HOME
- How well has the industry adapted to the use of the technology required?
- To what extent has this proved to be a help or a hindrance to financial planners?
- Has it been easier or more difficult for clients to find time to meet?
- The key differences between online and in person meetings
- The impact on communication with paraplanners and other service providers
- The extent to which business volumes may have increased or decreased and the key reasons why
- INVESTMENT RISK DURING VOLATILE MARKETS
- How relevant have traditional investment plans been over recent months?
- Has this been the time to be more agile or conversely, to “stay the course”?
- How have clients reacted?
- The message that needed to be conveyed to clients
- How the message has been received
- Communicating the message,the pros and cons and relative success of one on one or generic
communications
- KEEPING CLIENTS FOCUSSED ON LONG TERM OBJECTIVES
- How the short-term investment returns can be put into perspective for the clients
- How to explain the paradox of rising markets and falling GDP
- How to help clients avoid hitting the panic button
- HOW TO PROTECT CLIENTS’ INVESTMENT RETURNS IN VOLATILE MARKETS
- How much to keep in cash (if any)
- Is now the time to invest more rather than less in equity markets?
- The future of real estate returns if working from home becomes the new norm
- Is there a case for investing in bonds if interest rates rise in the long term?
- The impact of reduced dividends. Is this in the best long-term interests of shareholders?
- Have clients taken the opportunity to refinance mortgages?
- THE FOCUS ON THE NON-INVESTMENT ASPECTS OF FINANCIAL PLANNING
- Have clients been showing an increasing focus on estate management
- Is life and health insurance becoming a bigger issue?
- Is deferring mortgage payments a good short-term solution for everybody?
- Is early access to super in the long-term best interests of clients?