How to Prosper in the Pandemic World

Wednesday 26 August 2020

60 minutes: 40 minutes presentation, 20 minutes Q&A

Shelley McCarthy and Martin Bamford from Informed Choice share their most significant lessons from the pandemic, as they reflect on another record year for their business and how they coped with the unexpected change prompted by the lockdown.

Learning objectives

During this webinar you will:

  • Learn how to embrace change as a constant within the Financial Planning profession
  • Understand why the pandemic has changed the Financial Planning business landscape forever
  • Hear about the habits the Informed Choice team have embraced during the pandemic to maintain their long-established track record of success
  • Get answers to Financial Planner marketing, business development and business management questions.

Watch the replay

Shelley McCarthy is managing director of Informed Choice. She’s a Chartered Financial Planner and Certified Financial Planner (CFP), with more than 15 years of experience in the retail financial services profession. Shelley was appointed managing director of Informed Choice in October 2019, following three years as financial planning director.

Martin Bamford is director of client education at Informed Choice and a Chartered Financial Planner. He’s worked in retail financial services for more than 20 years, and specialises in Financial Planner marketing for Informed Choice and a range of other Financial Planners in the UK.