Business development during lockdown – what are we doing?….

Phil was recently contacted by Jennifer Hill from Media-Hill regarding a feature that they were working on about what advisers are doing to develop their businesses during lockdown and you will find his comments below;

“MPA Financial Management wants to “come out of this lockdown ready to hit the ground running with new ideas, a new marketing campaign and new ways of doing business”, says its managing director Phil McGovern.

One area that it is looking to promote is ESG (environmental, social and governance) solutions.

“We are organising our beauty parade of model portfolio and discretionary managers for our best buy panel so that we are ready to go with solutions that have survived better during the downturn,” he says.

“We are spending a lot of time on researching funds and looking at ESG solutions – this could be the way forward when we come out of this. I believe it could give us an edge; we have to be seen to have learned from the pandemic and its long-standing effects on everything we do.”

It has also set up online training sessions for advisers and paraplanners to use their time wisely by swatting up on areas including pensions and divorce, trust planning and generating retirement income.”

There is lots of work going on behind the scenes at MPA at the moment – watch this space…

 

By |2020-05-15T17:02:25+00:00May 15th, 2020|Uncategorised|0 Comments