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

The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read
'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read