The BDM life: 'Being there for whatever reason, when they need you'

Life through a BDM lens

clock • 5 min read

Brendan Llewellyn delves into a Davies Marsh report on the working lives of BDMs, a role that he describes as the lynchpin connecting advisers with providers…

Business development managers (BDM) are an essential lynchpin connecting advisers with providers and this study focuses exclusively on the role BDMs play in the market. Quite rightly, there is a lot of research into the attitudes of advisers but this study from Gareth Davies at search consultancy Davies Marsh - flips that convention and looks at life through a BDM lens. Where do BDMs feel they add value to advisers? Top marks (26%) go to technical knowledge closely followed at 23% by troubleshooting and understanding the advisers business. Next at 16 % comes client support followed ...

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

All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 09 March 2026 • 1 min read
Taskforce launched to 'raise' financial planning exit standards

Taskforce launched to 'raise' financial planning exit standards

The Succession Alliance

Jen Frost
clock 05 March 2026 • 3 min read
Editor's view: Finfluencer fines send a message – but not the right one

Editor's view: Finfluencer fines send a message – but not the right one

The editor's Friday Night Takeaway from 27 February

Jen Frost
clock 27 February 2026 • 3 min read