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Taking stock and making changes

The Coronavirus has created a lot of challenges, but there are also many important lessons we can take from it. Now’s the time to take stock of the past few months and review whether you’d like to make any changes to your business.

BUSINESS PURPOSE AND PRIORITIES

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Priorities

Have your business and personal priorities changed?

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Making room

What changes can you make in your day-to-day life to maintain these priorities?

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Core values

Have your core business values changed?

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Purpose

Are there new opportunities for your business? Do you want to narrow or extend your business purpose and services?

CLIENT RELATIONSHIPS

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Relationships

Have your relationships with your clients improved? Have you still been able to form relationships with new clients?

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Interactions

How will you interact with your clients in the future?

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Personal connections

How will you maintain your personal connection with your clients?

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Lessons

Did you learn anything new from or about your clients during the Coronavirus?

WORKPLACE CONDITIONS

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Office space

Do you need to keep the same size of office?

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Remote working

Is remote working effective for your employees, clients and business?

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Technology

How could you continue using some or all of the new processes and systems you introduced during lockdown?

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Business expenses

Could you review business expenditure to identify whether you have any unnecessary business expenses you could reduce or get rid of?

FOCUS ON WELLBEING

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Employees

What do your employees need from you and in their roles?

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Wellbeing focus

How will you maintain a focus on workplace wellbeing in the coming months and years?

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Skills

Have you or your employees learnt any new skills you can apply to your business?

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Flexibility

Could you offer your employees more autonomy or flexibility?

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The content displayed on this page is intended for financial advisers only