Advisers must be their “own superheroes” and make brave business decisions to ensure their firms thrive in an ever-changing industry, delegates heard.
Speaking on the second day of the Professional Adviser Management Retreat today (16 May) Jigsaw Tree managing director Chris Baigent-Reed said advisory businesses must analyse their processes and technology to make sure they work in the most efficient way. She said successful advice businesses needed to be "sustainable, scalable and ultimately sellable". She urged business owners to look at ways of unlocking operational efficiencies and improve processes to increase productivity. "Have a clear plan and start with the end in mind," said Baigent-Reed. "In our sector, in this time, fi...
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