The Perfect Practice: A Guide for Advisers Post Covid

by David Batchelor

The Covid-19 pandemic changed how we do business. Financial advisers have certainly not been exempt from these shifts in client expectations and behaviour. Indeed, our whole world moved online from March 2020 and changed how we work with and serve our clients in many ways. However, even before the pandemic hit, many financial advisers were looking for new ways to enhance their relationships with their clients and provide ever greater levels of service. What you’ll uncover in the pages of this book will help you do both. David shares his knowledge from over 30 years of working in financial services and running a highly successful financial advice practice. Among the topics he covers Many of the lessons David has learned from his decades in financial advice are particularly applicable to advisers in the post-Covid world, where advisers are having to grapple with new ways of working and changing client expectations. Through this book, you can gain valuable insights into how to adapt your current practice to help it grow and provide an even greater level of service to your clients, or you’ll find a blueprint for starting the Perfect Practice if you are at the beginning of your career as an independent financial adviser.

196 pages, Paperback

Published August 11, 2021