Coronavirus Special - Dealing with Black Swan events as a younger planner

We live in strange times. Unprecedented, unique times. It is fair to say that nobody in the financial planning profession today has lived and worked through a period such as that we are facing now. Coronavirus continues to spread around the globe, stock markets are experiencing volatility the likes of which is seldom seen in an investment lifetime, and people are being forced to stay in their homes for the good of their community. For new, young and aspiring financial planners, there is no road map on how to handle a situation like this. In this time of crisis, we are being called upon to keep our clients in their seats, all whilst unable to physically look them in the eye and tell them ‘It’s going to be okay.’

For these reasons, we have put together a special ‘round table’ with some of the brightest young minds in financial planning today, to help you, the listener, navigate these troubling times. In this special episode, we are delighted to be joined by; Amyr Rocha-Lima of Holland Hahn & Wills, James Beck of Fiscal Engineers, Natalie Wright of Mazars, Josh Butten of Boosst Financial and Daniel Martin of MDM Wealth. Listen in as we share our experience of lockdown so far, discuss how we have continued to serve our clients despite the obvious challenges, and offer guidance on how others can excel through this difficult period. We hope you are able to take lots away from the conversation and that it is one you can come back to for inspiration whenever things get tricky again in future. Enjoy and stay safe!