CoronavirusApr 22 2021

Guide to building your business post-pandemic

pfs-logo
cisi-logo
CPD
Approx.60min
  • Describe the impact of client portals on advisers' business
  • Explain some of the challenges of returning to the office
  • Identify the impact of remote working on the financial services jobs market

Guide to building your business post-pandemic

  • Describe the impact of client portals on advisers' business
  • Explain some of the challenges of returning to the office
  • Identify the impact of remote working on the financial services jobs market
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By Melanie Tringham
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The pandemic has been a huge shock around the world, but in the area of work what has become immediately apparent is that those who can work remotely have been able to carry on working from home.

For many advisers this was still a shock, not least those that had not made the digital transition, but a year on, and many have settled into a routine while finding they are as in demand as much as ever.

Now we are emerging from lockdown, what does this mean for advisers and their businesses going forward? Will some things have changed forever and how do advisers manage their businesses now?

This guide, worth 60 minutes' CPD, aims to address some of these issues.

In this guide

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