Conclusion

"Of the three morale posters printed during the Blitz, the now famous one was never distributed. It was saved in the event of a German invasion."

2020 has been marked by profound change across the globe. But, over the course of nearly 40 years in business, Oxford’s ability to adapt and evolve has emerged from successfully overcoming adversity. Periods of uncertainty provide organizations and individuals with the opportunity to demonstrate effective leadership. At Oxford, we’ve demonstrated resilience through responsiveness and a focus on moving forward. We attribute our success in navigating the challenges of COVID-19 to our focus on flexibility. When the COVID-19 pandemic forced employees to work from home with little to no planning, Oxford seamlessly transitioned, thanks to a disaster recovery plan that was already in place. As a result, we were able to maintain business as usual and minimize disruptions to client service.

Here at Oxford, flexibility has become the new normal in helping our team members navigate an unfamiliar work environment. We provided support for parents without childcare and those with school-age children learning remotely. And, we ensured Senior Leadership remained connected with the firm through regularly scheduled video calls during the shutdown. Leading and managing a team is essential whether you are physically together or miles apart.

COVID-19 has forced us to evaluate how we connect with our clients through the pandemic and beyond. We evolved to meet the changing needs of our clients through the implementation of technology, including a greater reliance on video conferencing and digital communication. From the outset, Oxford has embraced a culture of innovation that’s allowed us to expand our investment solutions, leverage technology and hire seasoned industry professionals dedicated to supporting successful outcomes.

Thank you to our clients for your continued confidence and trust, and thank you for for referring Oxford to your friends. Thank you to our advisors for their support. And thank you to all for your trust, patience and confidence. We wish you and your family health and prosperity in the coming year.

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The opinions expressed are those of Oxford Financial Group, Ltd. The opinions referenced are as of the date of the publication and are subject to change due to changes in the market or economic conditions that may not necessarily come to pass.