by Sebastian Elwell
At Switchfoot Wealth, we believe in the positive power of technology. We're using it in the workplace to keep in touch with colleagues and clients, to access training and to help keep ourselves updated with current events.
Why confine technology to our own needs, when we could be sharing our knowledge with people who really need it?
That's why we are rolling out tailored Zoom training for our elderly and vulnerable clients who are in lockdown or self-isolating. It's not just a way of keeping the face to face contact we're used to as an IFA business - it's about bringing people together when they may have little or no other contact in general.
READ: Using Voyant & Webinars To Keep Connected With Your Clients
We're planning on setting up a weekly chat group that brings our clients together on a regular basis for general online interaction. We're hearing stories of this being a particularly good way for people to break up otherwise quiet and difficult days. No one is obliged to join, but anyone who does will get to know a new set of people and benefit from social interaction.
It may even spin off into other groups - one of our current clients has used Zoom to recreate their bridge club and they now play together online rather than meeting up in person. Technology is a very powerful tool for keeping social interactions going at this difficult time.
For anyone who would like either to keep their face to face financial advice meetings running during this time, or just wants an opportunity to chat to others, this training will be invaluable. We'll teach people how to download, use and get the most from this online technology, so that they really can reap the benefits.
We are launching a page on our website with all the resources in a single place, including a link to download Zoom and instructions on how to use it. We're also sending a note in the post to our clients so that they can get up and running. How are you helping your clients stay connected during this difficult time?
Sebastian Elwell, FPFS TEP, specialises in providing joined-up advice across the professions. As an Independent Chartered Financial Planner, a Fellow of the Personal Finance Society, full member of STEP and accredited member of SOLLA he has worked with accountancy and legal professions to advise vulnerable clients for 15 years.
To find out more about how cashflow planning can assist deputies and attorneys to inform their clients and allow the best decisions to be made in light of capacity, you can always contact his team and him at Switchfoot Wealth.
