Growing your financial advice business


Growing a financial advice business is a key ambition for the majority of financial advisers. A survey of 100 users of Intelliflo’s Intelligent Office (iO) management software found that 85% want to grow their business but having time for business strategy and planning was a major barrier to business growth for almost two thirds of them (63%).

Asked what else would hold them back, just over a third (38%) said lack the resources to train existing employees was an issue, as was recruitment (37%).

Recruitment is a key focus of a new Intelliflo white paper that focuses on how financial advisers can grow their businesses, with input from specialists from adviser recruitment firms, including JohnstonGreer, Heat Recruitment and financial adviser development consultancy, DISCUS.

Called Growing your financial advice business – the hybrid model, the paper highlights how technology is shaking up the traditional shape of financial advice businesses and why advisers need to revise their approach to growth if they are to succeed in expanding their empires.

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