The Adviser Issue 14 | Page 12

Priorities

We asked advisers what their priorities were for the remainder of 2025...
90 80 70 60 50 40 30 20 10 0
Grow my client base
Increase the services I offer to my clients
Increase the value of my business
Increase my knowledge of products...
Adopt AI to provide efficiencies
Create a succession plan
Review processes to ensure meeting FCA requirements
Increase communications with my clients
Exit the business next year
Review and optimise the tech you use
Recruit another adviser
Train a new adviser

62 % is

of advisers say regulation number one challenge
Once again, the overwhelming focus for advisers is to give more advice to more people – to grow their client base and to increase services to clients, against a backdrop of building value within the business.

52 % number

of advisers said growing their client base was a top focus( 28 % said it was their one priority)

30 % of advisers cite growing the value in their business as a key focus

Chart shows combination of advisers’ top three priorities
12 | The Adviser