The Impact of Tech Transformation Webinar

The £2.9m valuation gap between two advisory firms that look identical.

Please consider two firms with the same AUM. Same fee. Same headcount. Five years apart, one of those firms is worth £1.28m and the other £4.17m.

The only difference is what they did with the operational drag that’s sitting in almost every advice firm, the drag we quantified in last month’s Advisory Growth Blueprint: 78% of advisers telling us growth is capped by operations, not market opportunity, and up to 60% of adviser time lost to admin a qualified professional shouldn’t be doing.

The paper set out the scale of the problem. On 27 July, Gordon Flower (The Flower Group) will join David Ferguson (Seccl), Chris Baigent-Reed (Jigsaw Tree) and Nick Harper (Plannr) for the follow-up webinar, where we get into what actually closes that gap in practice with live Q&A included.

📅 27 July, 10am, free
🔗 Register here: The Impact of Tech Transformation Webinar Registration