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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

News editor's view: The devil in the Budget detail

News editor's view: The devil in the Budget detail

The news editor's Friday Night Takeaway from 30 October

Isabel Baxter
clock 30 October 2026 • 2 min read
Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Event takes place January 2027

Professional Adviser
clock 30 October 2026 • 1 min read
Andrew Tully: Immediate priorities for advisers following 'mixed picture' Budget

Andrew Tully: Immediate priorities for advisers following 'mixed picture' Budget

'Taken together, the Budget measures reinforce the importance of financial planning'

Andrew Tully
clock 29 October 2026 • 4 min read