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 seventh interview in the series, we’re joined by Mary Waring- Chartered Financial Planner and business owner at Wealth for Women, whose business plan focuses on women going through divorce.
Mary talks to us about looking after vulnerable clients, offering education and reassurance… and about a possible new addition to her usual service which has come about because of these unusual times.