The Advisory Growth Blueprint: Bolting new tech to a 1980s engine won't get you to 2030
Sponsored by:
The Advisory Growth Blueprint
Most advice firms aren’t constrained by lack of clients or lack of ambition. They’re constrained by how their business works.
This paper sets out why the model that built the UK advice industry is now limiting it and what the firms pulling ahead are doing differently. It draws on original research from financial advisers, operational data from 400+ advice firms, and the combined expertise of Seccl, Plannr, Jigsaw Tree, and The Flower Group.
Inside, you’ll find the economic case for transformation across three scenarios, a practical five-phase roadmap, and the Make-Build-Partner framework that tells you exactly which capabilities to own, automate, or outsource.
Whether you’re looking to grow without adding headcount, improve margins, or build a business that’s genuinely acquisition-ready, the numbers and the roadmap are in here.
For any advice firm principal asking why growth keeps making the business harder, this paper has the answer and a route out.
The BluePrint for advice firms that want to grow,
without the growing pains
- Part One: Why the traditional growth model is structurally broken and the three fl;aws creating capacity ceilings
- Part Two: How operating system thinking and AI at the system level transforms the economics of an advice business - not just individual tasks
- Part Three: The practical framework with economic modelling across three scenarios and a five-phase roadmap with clear timelines and decision points
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