We’ve teamed up with Alasdair Walker of Handford Aitkenhead & Walker to develop a quick client guide to Zoom.

There’s no doubt that over the coming weeks and months more meetings with take place remotely. Our survey found that Zoom was the preferred platform among the adviser/planner community. However, we know that some clients are nervous about video calls. So, we’re offering a branded version of the guide below for free to anyone who wants it.

We’ll add your logo, colours and contact details. There’s no charge either; it’s our way of supporting the financial planning community at this difficult time.

All you need to do is email your logo to hi@theyardstickagency.co.uk and we’ll do the rest.