“Good Life Guru” Update

“Good Life” perhaps. Guru, no chance!

Vitality asked me to do a video answering some questions concerning lockdown and here is a summary:

• Since lockdown started how have you kept up and adapted your exercise routine to meet the restrictions we’ve been facing?
  • Same exercise; mainly running, walking and cycling. I admit to more than one hour!
• How have you changed the way you run your business during lockdown? Which changes do you think are here to stay? Which ones aren’t?
  • Home working for most staff. Some of which will continue. Maybe as much as 50%?
• How has the lockdown affected your work/life balance – in a positive or negative way?
  • 99% positive. But meeting online isn’t quite as much fun as face to face in a bar. Mind you; it does save money!
• What about your mental health? How have you found ways to cope with the impact lockdown has had on it?
  • No impact personally but I do worry about others less fortunate
• What impact do you think Coronavirus will have on the profession? Are there lessons that advisers can learn from this? Or does the situation provide an opportunity for advisers to further educate their clients or get home important messages about financial planning?
  • Significant increase in online client contact; particularly for review meetings.