Building tomorrow's advice firm 

Learn how advisers are future-proofing their business.

Meet the Innovators

There hasn't been a time in recent years that has provided advice firms with as much opportunity to innovate and change as now. With potentially tighter industry regulations and shifts in consumer needs and preferences, advice firms that embrace innovation can position themselves for future success.

At the recent Independent Financial Adviser Excellence Awards, we sat down with a few financial advice innovators to understand how they have embraced change to future-proof their business.



Staying flexible and nimble to keep pace with changing client needs and markets

James Ridley, Managing Director at Atlas Wealth




Building your AdviceTech stack for Gen X and Y clients

Jessica Brady, Co-Founder at Fox and Hare




Why going back to basics with financial planning is innovative

Ben Nash, Founder at Pivot Wealth


Previous interviews

Optimising your workforce with a five hour week

Jonathan Elliot - Managing Director at Collins SBA
Watch the interview

Innovative practices to improve the client service

 Quentin Reeve - Chief of Staff and Partner at Koda Capital
Watch the interview

Building for tomorrow's speculative innovation

Download our speculative innovation workshop and work with your team to generate business ideas in only 90 minutes that will capitalise on the latest consumer trends.

Further insights on innovation

Special report: Cultural mega-trends that will impact advice

Too often we see businesses implement technology when the problem being solved isn't properly understood. Great innovation tends to happen when we draw insights from cultural trends.

Access this special report

Guide: Removing customer friction from the financial advice process

If you're competing against the world’s customer experience experts then what can you learn from them about removing friction, and how can you apply that to your advice practice today?

Download the guide

Special report: Insights from the advice reform in the UK

Our special report, Innovation in the UK, identifies key insights and brings you content from some of the worlds most sought after speakers on fintech, innovation, practice management and leadership.

Download the report

Article: How to turn your business into a hotbed of innovation 

Data has shown that the most innovative companies in the world in 2017 included industry giants IBM, Samsung, Canon, Intel and LG Electronics, highlighting how innovation can translate into success.

Read the article

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