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 sixth interview in the series, we’re joined by Gaynor Lyth, Chartered Financial Planner and business owner of Beaufort Financial’s St Asaph & Chester office.
Gaynor and the team are busier than ever at the moment. Technology has been key and she discusses how it has helped her to help her clients, including reaching out to isolated clients who are sheltering.