Simon Goldthorpe: Create the club that everyone wants to join

The softer side of future-proofing

clock • 3 min read

Advisers cannot rest on their laurels if they want their practice to remain sustainable over the long term, writes Simon Goldthorpe. Future-proofing is essential...

IFAs have had immense changes to contend with in recent years. From the Covid-19 pandemic to the emergence of robo-advice, and a growing need to engage with the younger generations, advisers cannot rest on their laurels if they want their practice to remain sustainable over the long term. I'm often asked what advisers should be doing to future-proof their business. In today's market, this is no longer just about devising a succession plan, but rather focusing on those ‘softer' elements that will foster a community-like atmosphere that clients genuinely want to be part of - and will encou...

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