My discussions with Cathi during the webinar looked at current issues facing advisers, advice post-COVID-19 and how we can adapt and future-proof technology accordingly. Unsurprisingly, we could have gone on much longer, hence this post!
Talk of our #Project2030 (more on that here) and a 2030 industry vision got me thinking…
Do we really need big expensive offices, when staff can work so well from home? Are face to face meetings essential, especially when it involves lengthy and expensive travel?
I’ve read this week that Twitter are planning to let the whole company work from home permanently. Yes, internet companies are known for leading the way and so this may seem way off for your own company. But there are things I think everybody should be doing now to ensure they don’t get left behind.
#Project2030 is our future-proofing plan. Here’s what we’ve learnt about the ways that you can build your own business into one that’s fit for 2030…
If we think that life will look differently post-COVID-19, then why not re-design our businesses now to thrive in the future world? Take a look at the business you want in 10 years time, the clients you want, the culture, the team, and work backwards. How can you put processes in place now to facilitate those outcomes?
Absolutely we believe that technology is the future and will play a big part in making our businesses more efficient and our lives easier – win-win! But what technology do you actually need? It’s not always a case of using the most well known systems on the market, take a look at your 2030 plan and pick software to help you get there. I’m sure we will soon see an increase in the options of software available…
So, you’ve sat down and created your 2030 plan, and what you need to do to get there. Quite often as a small business owner, this will mean you will need to start delegating! Something which people find hard to do for a variety of reasons;
• You can’t find the right staff.
• You don’t need someone full time.
• You’ve never found time to train someone else, so it lands on your desk.
Creating the business you want will take time, and outsourcers are experts in their field. So, whether it be business consultancy, paraplanning, compliance – if you are finding your time is being taken up with tasks you can easily get someone else to do, then try to outsource and create yourself some extra capacity.
If you are planning on having a more relaxed culture in terms of working hours and presence in the office post-COVID-19, then remember to keep up your team building activities. Make time for regular face to face meetings, have ways of clearly communicating regarding day to day tasks, and fingers crossed – trips to the pub! An inclusive culture and happy workforce will have a positive impact on your client’s overall experience.
If you want to hear what exciting plans Apricity and the rest of The Verve Group have been busy working on, then join us for our virtual launch party, Monday 1st June at 5pm-6pm – we’re even providing the fizz!