The coronavirus outbreak has confronted your clients with a number of challenges that they need to overcome to ensure the survival and ongoing success of their businesses. This in turn is putting a lot of pressure on you, as their advisor, to provide them with the guidance and support they need.
We understand that the issues your clients approach you with are not always contained to advice around their accounts. That’s why we’ve created this short checklist that you can share with your clients that covers off some of the things they may need to consider while adapting to their new working environment.
This covers elements of caring for their business, adjusting to working from home, and ensuring they’re looking after themselves.
You can download the checklist below to send to your clients directly or print out. Alternatively, log in to the MYOB Co-Branded Marketing Portal for a version that allows you to add your own company logo.