Ruth Sturkey: My cashflow planning light bulb moment

'Accelerate your evolution today'

clock • 6 min read

Ruth Sturkey believes even the most successful adviser is on the cusp of greater things. Here she explains how a cashflow planning light bulb moment changed her outlook and helped her business evolve

How you can change people's lives through financial planning? For many this means a change in mindset from transactional advice to a more comprehensive, life-focused service. You may provide a great client advice service already. Why change? Change is time consuming, unsettling and means you need to learn new things. You have a sound business; you are profitable; you have satisfied clients who trust you. What's the incentive? Evolution not change I believe you are on the cusp of even greater success. I stood in your shoes at the start of my journey. I was successful, yet I felt dise...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Culture is the most effective risk tool wealth managers are missing out on

Culture is the most effective risk tool wealth managers are missing out on

'Understanding a firm's culture is understanding its risk profile'

Bev Shah
clock 09 January 2026 • 5 min read
FCA sets October 2027 date for implementation of cryptoasset rules

FCA sets October 2027 date for implementation of cryptoasset rules

Issues further guidance

Michael Nelson
clock 09 January 2026 • 1 min read
WH Ireland shareholders back Team takeover in key vote

WH Ireland shareholders back Team takeover in key vote

FCA clearance still required

Sahar Nazir
clock 09 January 2026 • 3 min read