The biggest challenges advisers are facing during lockdowns

Implemented Portfolios’ national manager of marketing and communications, Naomi Christopher, told ifa that the “Circuit Breaker Sessions” were put together for advisers who are under pressure and have had “little opportunity to meet in face-to-face settings... many are feeling fatigued, overloaded or stuck on the hamster wheel”.

“We wanted to offer advisers a virtual event series that would aim to ‘interrupt that current flow’ and provide them with access to uplifting, inspiring and practical insight from experts in their field, that will make a real difference to the day-to-day running of their businesses,” Ms Christopher said.

Ms Christopher said that from conversations Implemented Portfolios has had with advisers throughout the pandemic, the biggest challenge they face is time.

“Advisers just simply don’t have enough of it,” she said.

“In particular, we’ve heard that many are struggling to take time out of their day-to-day business to work on their businesses. Recent research supports this, with Australian Financial Adviser Wellbeing Report revealing that 82.5 per cent of advisers have got no time or energy, and 81 per cent said they need more hours in the day.

“With time being an ongoing challenge for advisers, being really clear about what they are going to spend their time doing, and what they’re not, will be the ultimate game changer.

“By seeking the right solutions and tools that create more efficiencies in their businesses, advisers can free up their time significantly and spend more of it engaging with their clients, and doing what they do best: helping them live their best lives.”

The free, three-part webinars will kick off with a session from Elixir Consulting managing director Sue Viskovic on Friday, 24 September, followed by Peloton Partners CEO Rob Jones on Friday, 29 October, and Tobi Pearce, CEO and co-founder of global tech company Sweat, on Friday, 26 November.

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Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.