I recently blogged about attending this year’s Richmond PIMS forum, which was a marathon of 30 meetings over a two-day period.
Alongside the one-to-ones I had with some great adviser firms, we had also applied to be one of the chosen suppliers to run a seminar on a specific topic with a group of interested advisers. Richmond receives up to 35 applications each year and only a handful get selected by advisers so I was delighted to hear we got picked again.
My presentation was entitled: ‘There is No Going Back to ‘Normal’: How to Thrive in a Hybrid World’. Clearly, it was a topic that resonated because the room was packed and the feedback post-event was extremely positive.
The content drew upon insights from our white paper, ‘How to grow your business during lockdown’ (you can download it for free here). Although it was written to help advisers deal with the restrictions forced upon their business during the pandemic, the tips are still very much relevant now. Working practices have changed and may never be the same again.
Challenging times
Some of the issues we found when writing the paper included:
To answer some of these challenges, our paper was designed to provide a practical guide for advisers. It includes:
Dealing with the “new normal”
When concluding the session, I left the attendees with four main tips to help them grow their business (these were all gleaned from advisers rather than my own thoughts):
‘If this sounds interesting, I definitely recommend you download our “ Insiders’ guide on How to Grow your Business during Lockdown” whitepaper here.
If you would like more information feel free to get in touch to find out more about my PIMS presentation via email at engagement@portfoliometrix.co.uk ‘