GROWING CLIENT BASE
HELPING YOU TO GIVE MORE ADVICE
FORWARD FACING
Against the backdrop of positivity , and a desire to engage more clients , we asked advisers about their plans for the coming months and where they felt we could help .
No . 1
GROWING CLIENT BASE
When asked for their number one priority in 2024 , there were some interesting variances between IFA and mortgage firms , however , ‘ growing client base ’ was the number one priority for all .
TOP 5 PRIORITIES 2024 ...
When we add up priorities appearing in advisers ' top three options , we see a slightly different picture , with managing compliance risk the biggest focus for IFAs , but growing client banks still feature highly !
1 3 2
MANAGING COMPLIANCE RISK
GROWING CLIENT BASE
EXPANDING REVENUE
4
ENHANCING TECH
5
REDUCING COSTS
14 | the adviser