CONTENTS

HELPING YOU TO GIVE MORE ADVICE

6 Ken Davy ’ s Landscape Overview

Expertise and insights from the Founder of SimplyBiz and Fintel , Ken Davy .

11 Introducing MyLearning Academy

MyLearning Academy is here to help you unlock the power of potential for your business .

12 The Growing Value of Advice

We asked advisers how they viewed the future of advice , this is what they told us .

18 Navigating Growth and Embracing Change A conversation with Francis Gill , CEO of Humboldt Financial .

22 How One SimplyBiz Adviser is Using Client Feedback to Grow their Business

The story of how one Financial Adviser gained 91 additional clients in 2023 !

24 Marketing for Every Stage of the Customer Journey How to attract and retain more customers in 2024 .

Make Sure Your Business is Ready for the AI Revolution

THOUGHT LEADERSHIP

28 Inspiring Better Outcomes : Our Commitment to Positive Impact

Join us on this journey towards a more sustainable and prosperous future .

REGULATORY EXPERTISE

Growing Your Client Base – A Holistic Approach to Financial Advice

30 A New Approach to Regulation

Sandy McGregor and Kris Armstrong tell us what to expect from FCA regulation in 2024 .

32 Making Your CIRP More Efficient

You ’ ve made sure you can ‘ do Consumer Duty ’, so now it ’ s time for the next step .

34 Compliance : Meet the Team

Introducing the SimplyBiz Compliance Leadership team , highlighting some of the challenges for 2024 !

4 | the adviser