BONUS! Back in December 2020 Ollie Maitland hosted our last Practice Leaders of 2021.
Welcome to the Capitalise Practice Leaders series, this month we mixed it up for a festive episode! Pamela Phillips from De Jong Phillips and Richard Spofforth from Kreston Reeves joined Capitalise co-founder and Chief Product Officer Ollie Maitland to discuss all things 2021 planning and strategy.
Whether or not you and your clients feel prepared for what next year has in store, hearing from other firms about how they are tackling planning for 2021 and the end to schemes like CBILS and Furlough will help you get ahead.
The session covered:
-The most effective planning strategies for firms
-How will planning be different from 2020?
-What to expect from clients in 2021?
-The most significant opportunities for next year
- Any potential challenges
Hosted by Ollie Maitland, Co-founder of Capitalise.
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