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...

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

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
How 2025 financial trends are impacting businesses, investors and the profession

How 2025 financial trends are impacting businesses, investors and the profession

'The coming months offer opportunities to reset, refocus and plan smarter'

Grace Burgin
clock 26 June 2025 • 4 min read
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