Coping with COVID – Minesh Patel

By May 28, 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 fifth interview in the series, we’re joined by Minesh Patel of EA Financial Solutions.  Minesh is a Chartered Financial Planner with over 20 years’ experience in financial services.

Minesh shares his thoughts on the overwhelming value of connectivity, both in terms of systems and processes, as well as how he’s finding a better work/life balance during lockdown.