Neil Moles: Five pillars of a future-proofed advice firm

Forward planning for business owners

clock • 4 min read

While focusing on the here and now during the pandemic has been essential, looking to the future must also be on business owners' to-do lists. Here Neil Moles sets out his five-pillar strategy for future-proofed financial advice firms

So much of our recent focus has been on the here and now but it's important for the success of our firms that we don't neglect the future. Here are my five areas of focus for future-proofing your advice firm. Focus on potential When you're planning the future of your firm, focus on the potential of your people. What do you want the business to look like and have you got the right people to break new ground, strive for further targets and ultimately build the firm you want? Be relentless in this. For a business to be truly valuable over the long term, it needs to have intrinsic worth ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 11 April 2025 • 1 min read
Professional Adviser TV: Essential tax updates IFAs need to know

Professional Adviser TV: Essential tax updates IFAs need to know

PA sits down with AJ Bell's Rachel Vahey to tackle all things tax

Professional Adviser
clock 11 April 2025 • 1 min read
How a WhatsApp group grew into an advice consultancy

How a WhatsApp group grew into an advice consultancy

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Jen Frost
clock 10 April 2025 • 6 min read