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 ...

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

The advice business: Andrew Goodwin on innovation and adaptation

The advice business: Andrew Goodwin on innovation and adaptation

‘Financial advice should be available to everyone’

Jenna Brown
clock 24 June 2025 • 5 min read
Suttons IFA buys Bolton-based firm

Suttons IFA buys Bolton-based firm

Remains acquisitive

Jen Frost
clock 23 June 2025 • 2 min read
Editor's view: A firm-size divide and MPS pricing

Editor's view: A firm-size divide and MPS pricing

The editor's Friday Night Takeaway from 20 June

Jen Frost
clock 20 June 2025 • 3 min read