Coronavirus  

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
CPD
Approx.60min
Guide to building your business post-pandemic

Introduction

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

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. The use of portals has declined during the pandemic, true or false?

  2. According to the first feature, what factor is likely to feature more prominently in factfinds?

  3. According to the second feature, what advantages do client portals have over platforms?

  4. According to the third feature, cashflow modelling is seen by most advisers as a helpful way to understand the impact of market movements on their cashflow, true or false?

  5. According to the fourth feature, what is the best way to manage the return to work process, post-Covid?

  6. According to the fourth feature, what are the implications of remote working for financial services jobs?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • 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

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