The smartest financial planners and advisers are reimagining how they work with clients...
...and how they monetise their expertise.
Over the years I’ve seen every kind of prediction about the ‘end’ of financial advice. Commission disclosure, RDR, Consumer Duty, AI — you name it.
And yet, the best firms are still thriving.
Why? Because they’ve learned how to adapt their business models — not abandon them.
Today, it’s easier than ever for an adviser to create something new alongside their core proposition. A second or even third income stream. A new audience. A scalable way to serve more people — all without the overheads of the past.
In this practical Lunch & Learn session, I’ll show you how advisers are doing exactly that:
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Testing new propositions quickly and affordably
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Reaching new markets and creating new income streams without big marketing budgets
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Using AI and automation to launch ideas in days, not months
Join our free 60-minute webinar and discover a wealth of new income streams and how to build your own new model — without changing who you are or what you stand for.
In this startling web class you'll learn:
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Why the next big opportunity for advisers isn’t about surviving change — it’s about creating it. You’ll see how small, low-risk experiments can unlock new revenue streams and help you reach new audiences without disrupting your core business.
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How forward-thinking advisers are using AI and automation to test ideas, launch services, and generate engagement in days, not months — all while staying fully compliant and true to their values.
Three
Real-world examples of advisers who’ve built new income models alongside their main proposition — from subscription communities to online tools — showing that innovation doesn’t have to be complicated or costly.