Coping with COVID – Graham Ponting

By April 30, 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 first interview in this series Graham Ponting, CFP Chartered MCSI (who also runs Prestwood’s London Mentor group) talks about educating clients on global market crashes, putting COVID19 into perspective, and providing reassuring support for clients.

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.