IFA business owners must be 'superheroes' and make brave choices

Improve processes to make firms ‘sustainable, scalable and sellable’

Jenna Brown
clock • 2 min read

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...

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 Business

Legal insight: Workplace discrimination and dispute resolution

Legal insight: Workplace discrimination and dispute resolution

'In my view, litigation is and should always be a last resort'

Karen Jackson
clock 27 June 2025 • 4 min read
All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 27 June 2025 • 2 min read
How to successfully (and strategically) navigate PII as a financial adviser

How to successfully (and strategically) navigate PII as a financial adviser

‘Don't be seduced by rock-bottom premiums'

Jonathan Newell
clock 26 June 2025 • 4 min read