What you told us :
The majority of respondents , 78 %, said it had been a good , or very good , year so far .
• Top priorities are to provide more to existing clients and to grow client numbers .
• Also high on the agenda is increasing business value and reviewing processes to streamline operations and better evidence regulatory compliance .
• Economic stability and an increased awareness of the benefits of advice was top of the wish list .
• Best Practice , Compliance Clinics , and updates at events were cited as the most popular way accessing support from Simplybiz .
Download the full survey results
Focused support
Based on your feedback , we are focussing our support in the areas you identified as high priority . 1 . Client growth and service
Starting with your number one objective of client growth and service , we ’ re introducing free listings on a new universal adviser directory , VouchedFor Top Adviser Awards , lead generating tech , outsourcing options , and new training .
2 . Better processes and systems to meet regulatory requirements
We will focus on how we can help you to review and improve processes and highlight tech solutions designed to help you manage and meet regulatory requirements .
3 . Increase efficiencies and value
A look at how our tech-stack can reduce cost and streamline operations , and how our consultancy solutions can help to identify areas where you can increase value .
Keep an eye out for more information or contact Adviser Services on 01484 443 445 or adviserservices @ simplybiz . co . uk if you ’ d like to talk to us now .
November 2024 | 5