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Your Advice Business in a Changing World Research by Adviser Home in Association with Alpha FMC

This is a great time of year to be thinking about your business – the many challenges and opportunities ahead. This research acts as a helpful checklist and the essential questions include:

  • How can we develop the business?

  • What are the opportunities in tech?

  • How can we make efficiency gains?

  • How far on are we with Consumer Duty?

  • Do we need to alter our proposition or pricing basis?

We’ve been working with global consultancy firm Alpha FMC and I think the resulting report will be of real value, giving you a top line benchmark on where you stand v your peers.

If you can help us by taking part in this research – should take you just 8 minutes – then we’ll send you a copy of the report. You’ll also have the chance to win a £200 Amazon Card. And of course, as always your responses will be entirely confidential.

Access the questions here 
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