You must have operated remotely from home,\nattended client queries and patiently addressed their concerns during the\nCOVID-19 lockdown. But now that India is\nunlocking in a phased manner (Unlock 1.0), it is time to gear up and be\nprepared. <\/p>\n\n\n\n
COVID-19 will be with us for quite some\ntime (maybe a year or more). India\u2019s COVID-19 curve is still rising and showing\nno signs of flattening are seen yet — particularly in Maharashtra and Delhi. Besides,\nin some parts of the world, the virus is recurring. Dr Mike Ryan, the WHO\u2019s Emergency Director,\nhas warned that coronavirus may never go away; which means it\nwill turn to be an endemic virus. So, uncertainty is\nhere to stay. Necessary care and caution\nwill need to be taken to conduct the financial advisory business in a physical,\nbrick and mortar environment.<\/p>\n\n\n\n
Under these conditions reopening office,\ngetting back to regular work routine and increasing interactions with clients\nwould demand a different you. <\/p>\n\n\n\n
Reopen\noffices and grow business taking the following measures:<\/strong><\/p>\n\n\n\n Numerous studies have shown that maintaining\nat least 3-feet distance (6-feet for more effective results), using a face mask,\nand following strict hygiene standards is extremely important to contain the\nspread of the deadly pathogen.<\/p>\n\n\n\n You may use infrared thermometers to ensure\nno employee with visible conditions attends the office. <\/p>\n\n\n\n To minimise the possible impact of\nasymptomatic cases, consider allowing employees to work in rotation. When they\nare not attending the office, they can work from home. <\/p>\n\n\n\n In case you operate from an office located\nin a business park or a large commercial structure, to avoiding peak-time\ncrowding weigh up flexible working hours. \n <\/p>\n\n\n\n As far as possible, reduce the number of\nclient-meetings held at either your office or even a client\u2019s residence\/office.\nIf a senior citizen client is visiting you or you visit him\/her, take\nadditional precautions to ensure his\/her safety. <\/p>\n\n\n\n Prefer e-meetings via video conferencing\napps and\/or WhatsApp Video call, Facetime, etc. Stable internet connectivity is\nthe only prerequisite for organizing such meetings. You might face some inertia\ninitially from clients to download the online meeting app and do registration\n— but, you will have to convince them tactfully. Any person, who can download\nan app from android or apple device, will not find it difficult to follow the process\nwith your assistance.<\/p>\n\n\n\n Technology is the way forward- to grow your\nengagement with your clients. During lockdowns, many investors who were\nreluctant to use technology for staying connected, accessing reports or even\ninvesting in mutual funds have experienced how useful the technology is for the\nfirst time. <\/p>\n\n\n\n Some\nbenefits digital technology offers you and your investors: <\/strong><\/p>\n\n\n\n To become more competitive and effective in your advisory, you may\ntake advantage of Certified\nFinancial Guardian<\/a> (CFG) online platform presented by Quantum Cosmos (a\nQuantum Mutual Fund partner initiative along with PersonalFN). <\/p>\n\n\n\n Here\u2019s what you get on the Quantum Cosmos CFG platform:<\/strong><\/p>\n\n\n\n The lockdowns have ended but the battle\nagainst COVID-19 may drag for long. Be any client, you need to show greater\nempathy towards them in these testing times. <\/p>\n\n\n\n Adapting quickly to the changing business\nenvironment should be your primary goal in weeks to come! <\/p>\n","protected":false},"excerpt":{"rendered":" You must have operated remotely from home, attended client queries and patiently addressed their concerns during the COVID-19 lockdown. But now that India is unlocking in a phased manner (Unlock 1.0), it is time to gear up and be prepared. COVID-19 will be with us for quite some time (maybe a year or more). India\u2019s…<\/p>\n","protected":false},"author":3,"featured_media":2001,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":""},"categories":[3],"tags":[],"_links":{"self":[{"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/posts\/2000"}],"collection":[{"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/comments?post=2000"}],"version-history":[{"count":3,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/posts\/2000\/revisions"}],"predecessor-version":[{"id":2004,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/posts\/2000\/revisions\/2004"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/media\/2001"}],"wp:attachment":[{"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/media?parent=2000"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/categories?post=2000"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.certifiedfinancialguardian.com\/index.php\/wp-json\/wp\/v2\/tags?post=2000"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}