Julie Best: Five adviser business changes that will outlast this crisis

New comms strategies

clock • 6 min read

During the pandemic Julie Best has spoken to a number of financial advisers and advice firm business owners to find out how they have been adapting to the crisis. Here, she explores five advice business changes that will last beyond Covid-19

"If you're lucky enough to keep going then there are learnings in there." At NextWealth we've spoken to a number of financial planners and business owners to find out how firms, planners and their clients are adapting to the ‘new normal'. While the pandemic measures present challenges to all businesses, including financial planning firms - and of course it goes without saying that the health issues and impact on people's livelihoods are almost unbearable to consider - the situation does lead to, as Murphy Wealth's Adrian Murphy describes it "an opportunity to learn and do things diffe...

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