As we approach the first May bank holiday confined to lockdown, the positive things people are doing in the community are keeping many of us going. Here, PA sums up some of the good news stories of the week.
Yardstick Agency teams up with Money Alive
Financial services marketing support group the Yardstick Agency has teamed up with video engagement platform Money Alive to help advisers communicate more efficiently with their clients during the pandemic.
Money Alive helps advisers engage with clients through their interactive video box sets, designed to explain complex financial topics such as pension freedoms, drawdown review and long-term care in an impartial, accessible way.
Yardstick Agency founder and director Phil Bray said: "When we set up the business three years ago our ambition was to help connect more consumers with great financial planning. We know that content production is vital to achieving this aim and video plays an important role.
"However, the cost of producing video content is often a huge barrier for advisers and planners. The Money Alive proposition removes this barrier and makes high-quality, engaging videos, available in a cost-effective way."
Yardstick Agency clients who also use Money Alive will receive additional Money Alive credits, which come with subscriptions to the service, to use with the videos.
Money Alive chief executive Andy Kirby said: "We are delighted to be working with The Yardstick Agency and their clients. With over 100,000 videos watched on the platform, over 98% of 2,000 viewers valued their financial planner giving them access to Money Alive. A subscription to the service can help advisers and planners save time, reduce risk, and provide valuable evidence of client engagement and understanding."
Mortgage expert raising funds for NHS with free online summit
Leading business coach for finance professionals Gary Das is hosting a free online summit to raise funds for the NHS on Wednesday May 13.
Das, of mortgage brokerage Active Mortgage, has brought together five industry professionals, including award-winning adviser Catherine Morgan of The Money Panel.
Other speakers include Rob Moore of Progressive Property, entrepreneur and sales mentor Spencer Lodge and founder of virtusl personal assistant and secretarial service company MiPA, Emma Mills.
Das said during these difficult times, many businesses were struggling to generate revenue and may need some extra support, and others were using the time to invest in their personal and business development.
"Covid-19 has shaken the business world, especially financial services, and we want to make sure that every professional has an opportunity to learn, improve and grow. Bringing together an elite group of speakers who charge up to five figures usually for a presentation is a privilege," he said.
"The business knowledge being delivered on the day covering social media, marketing, time management, new income streams, team building, sales and business growth is going to be so valuable for anyone at any stage of their business journey and I hope everyone gives generously to support the NHS via our just giving page, which we will be sharing at the event."
Register for the free event here.
Building Society donates to helpline for the elderly
The Nottingham Building Society has donated £30,000 to The Silver Line charity, which runs a 24-hour helpline for older people to call if they feel lonely.
The society said the donation was in response to increased demand from the service amid the coronavirus pandemic, during which it has seen a 30% increase in calls.
The Nottingham head of people and development Anne Leivers said: "Lockdown is a very challenging time for everyone, but especially so for older generations, who in some cases can feel isolated and in need of help and support."
She added: "During this difficult time we are committed to supporting older people where we can, particularly as many of our members are in that demographic. Our branches have always been important places for some in terms of social contact, however with the current unprecedented events having taken that away for now we hope that the donation to The Silver Line can help bridge the gap."
Intrinsic or extrinsic motivations?
Professional Adviser is proud to publish the third and final batch of shortlists for the 2019 Women in Financial Advice Awards, all the winners of which will be announced on 8 October.
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The highest percentage on record
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Departs in April 2021
Intrinsic or extrinsic motivations?