Our natural desire for human contact creates a logistical challenge clearly, at the moment. Obviously, we’re used to seeing people face-to-face and currently that’s simply not possible.

I would urge you to look at Dynamic Planner’s Client Review process and report that we put together and released exactly for times like this.

Within the report, there are all the rational mechanisms included, in order to reassure your firm’s clients and to encourage them to think in the long-term and compare their portfolio’s performance against overall goals and objectives.

Again, everything was designed for times like this. You can send out personalised reports now on a much more regular basis and people will feel a lot more comfortable, strong and of course reassured, because of that contact and communication. It really is a powerful tool.



Read how unprecedented market losses shocked us all in the latest Dynamic Planner analysis and opinion