ADVISER MATTERS

Back in December , we asked you to tell us what you felt would be your biggest opportunities and challenges for the coming year . We had a great response and would like to thank those who took the time to complete the survey .

Here , we share the results , along with details on how we are working to provide you with the support you need to take advantage of the opportunities and to tackle the challenges you identified head on .

OPPORTUNITIES 2021

Advisers were asked to give their top three opportunities ; the results are based on the percentage of advisers putting each opportunity in their top three :

Key take-aways During 2020 , the importance and adoption of technology grew exponentially , and it is no surprise that advisers cited bringing about more efficiency and using technology as their number one opportunity for 2021 .

Furthermore , feedback highlighted advisers ’ desire to expand their reach , both in terms of attracting new clients and offering wider solutions .

CHALLENGES 2021

Advisers were asked to give their top three challenges ; the results are based on the percentage of advisers putting each challenge in their top three :

Key take-aways Once again , regulation tops advisers ’ list of challenges , with particular emphasis on its impact on process , operations and the advice process as a whole .

To find out how we are helping you to run a sustainable and successful business in 2021 and beyond – read on … E

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