Neil Moles: Five pillars of a future-proofed advice firm

Forward planning for business owners

clock • 4 min read

While focusing on the here and now during the pandemic has been essential, looking to the future must also be on business owners' to-do lists. Here Neil Moles sets out his five-pillar strategy for future-proofed financial advice firms

So much of our recent focus has been on the here and now but it's important for the success of our firms that we don't neglect the future. Here are my five areas of focus for future-proofing your advice firm. Focus on potential When you're planning the future of your firm, focus on the potential of your people. What do you want the business to look like and have you got the right people to break new ground, strive for further targets and ultimately build the firm you want? Be relentless in this. For a business to be truly valuable over the long term, it needs to have intrinsic worth ...

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