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

Treasury's AR consultation: Extending the FOS' scope a 'concern'

Treasury's AR consultation: Extending the FOS' scope a 'concern'

‘FOS needs to be overhauled as it is’

Isabel Baxter
clock 19 February 2026 • 4 min read
In Accord launches advice firm client investment 'badge' initiative

In Accord launches advice firm client investment 'badge' initiative

To demonstrate commitment to understanding client needs

Laura Purkess
clock 17 February 2026 • 2 min read
Feel Good Friday: Quilter pledges £3m towards financial education

Feel Good Friday: Quilter pledges £3m towards financial education

Alongside £1m in grants supporting charities

Professional Adviser
clock 13 February 2026 • 1 min read