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2 min read

Demand for Financial Advice Surges

By Ayo Mseka on May 7, 2020 2:41:29 PM

As individuals, households and businesses readjust and look ahead to a new era and recovery, demand for financial advice is up by almost a quarter. This is according to the deVere Group, which operates in 100 countries worldwide. The firm says that the number of inquiries from new clients was up  by 24% in April, compared to the previous month.

Nigel Green, the founder and CEO of deVere Group, observes: “Disruption and dislocation have hit entire economies and businesses of all sizes and in all sectors.

“This has had a very real and very immediate impact on the finances of individuals, households and businesses around the world.

“Suddenly, unexpectedly, many have realized that they didn’t have sufficient money behind them, they didn’t have contingency plans.

“This, as they know, could have consequences for the lifestyles and life opportunities of themselves and loved ones and, for those in business, for the long-term sustainability of their firm.

“With financial matters back in sharp focus, for many, ‘I should have’ becomes ‘I need to have.’

Topics: Financial Wellness Financial Literacy
1 min read

Join the financial literacy month campaign

By Ayo Mseka on Apr 20, 2020 10:54:16 AM

April is Financial Literacy Month, a perfect time to teach your clients the need to improve their financial-literacy levels.

Topics: Financial Wellness
2 min read

Coronovirus Brings Uncertainty, but Financial Professionals Keep Clients Focused on the Long-Term

By Mark on Mar 11, 2020 9:36:13 AM

Uncertainty surrounding the international coronavirus outbreak has created stock market volatility and obvious public health concerns that have many American feeling anxious. At times like this, having a sound financial plan and working with a qualified insurance and financial professional can reassure consumers and provide them with a solid financial footing.

Topics: Financial Wellness

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How has your practice changed since COVID-19?
Using more video conferences with clients
Relying more on social media to attract and retain clients
Turning client events into webinars
Investigating new technologies to help manage my practice
 
 
 
 
 
 

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