Coping with COVID – Matthew Spence

By May 11, 2020 No Comments
prestwood truth cashflow software coping with covid coronavirus adviser customer interviews

We wanted to find out how our customers are coping in this unprecedented time in our history.  Truth® planners build their businesses around face-to-face interactions with their clients.  Now you’re looking after clients in different ways, perhaps Skype or Zoom for video conferencing.  We thought it would be helpful to share how different planners are ‘coping with Covid’.

In the third video in the series, we’re joined by Matthew Spence, Chartered Financial Planner & Registered Life Planner® at Sutherland Independent based in Edinburgh.  He advises Truth planners BE PROACTIVE – DON’T SHY AWAY.

Recorded two weeks ago, we began by asking Matthew how he is coping during this time.  Watch the full video interview below.  Make sure you follow us on Social Media using the links in the top-right of this page, or click on the Newsletter signup form in the bottom-right to ensure you’re the first to find out when the next video in the series becomes available.