Financial planning delivered by independently owned firms is the killer service in the market. So why do the bigger branded players still control the lion’s share of the advice marketplace? It makes no sense and it’s time we called out the issue.

The purpose of this white paper is to highlight the big challenges that your potential clients are facing and to provide ideas, suggestions and the tools to help you create the next iteration of your business.

It’s been written for financial advisers who realise they are going to be swimming in an increasingly competitive pool and who are looking for insight on how to remain a force for good.

Business owners are forced to consider the unknowable future, at least periodically, if they want to stay relevant. This is one of the biggest challenges in running your own show. I love a good prediction for the future of financial planning as much as the next person. However, as we know, trying to foresee the future is fraught with peril.