Business challenges facing financial advisers
In some ways it has never been a better time to be a financial adviser. Demand for professional financial advice is high and on the rise. However, financial advisers are also under immense strain and face significant business challenges.
We are committed to helping independent financial advisers run efficient and profitable businesses. We want to understand the challenges to help us better support advisers and their businesses. We therefore commissioned NextWealth to research the biggest business challenges advisers are facing. We want to shape and mould our platform to meet the changing needs of financial advisers, and understanding their business challenges is critical to that goal.
This report presents the results of the survey along with our thoughts on how we can help advisers address these challenges. We hope the report is useful and welcome your comments and feedback.