IFA business scalability: If Amazon was a financial adviser…

What would have to change for advisers to be five times as efficient?

clock • 5 min read

Simon Rogerson continues his columns for PA with his opinion on why advice businesses are not as valuable as they could and should be…

Financial advice businesses should be about the best kind of businesses you could build. Massive customer loyalty, brilliant annuity revenue and delivering a service that fundamentally changes the lives of their customers. The problem, however, is that these businesses are nowhere near as valuable as I think they could and should be. The biggest blocker is scalability and the associated margin expansion that comes with it. Most advice businesses don't use technology in the most efficient way, and most individual advisers don't look after that many clients. It's the latter point that I...

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 Technology

Warnings that most adviser AI startups will disappear

Warnings that most adviser AI startups will disappear

Ian McKenna urges advisers to get ahead of open financing

Sophia Panayi
clock 09 October 2026 • 2 min read
Beyond the meeting note: Five stages of AI maturity in financial advice

Beyond the meeting note: Five stages of AI maturity in financial advice

'Internal efficiency matters, but it is only part of the opportunity'

Shoomon Perry
clock 08 October 2026 • 6 min read
Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

Designed to reach more advisers

Sophia Panayi
clock 06 October 2026 • 2 min read