Discussions
The latest questions and conversations across the community.
- Discussion promptTechnology and Systems
What do small advice firms actually do about cyber security?
Advice firms hold concentrated personal and financial data, often with a small team and no dedicated IT function. The practical security position varies widely between firms of similar size. This matters because the…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion promptBusiness Growth
How early should a firm think about succession?
Succession is often left until a sale is already being contemplated, at which point the options are narrower and the valuation reflects that. This matters because the things that make a firm transferable — documented…
Business GrowthOfficial ContributorUnanswered — be the first - Discussion promptMarket & Industry Talk
What kind of CPD actually changes how you work?
Structured CPD is a requirement, and meeting the hours is rarely the difficulty. Meeting them with material that changes anything is harder. This matters because the hours are spent either way. Learning that alters a…
Events TeamOfficial ContributorUnanswered — be the first - Discussion promptMarket & Industry Talk
Which industry events are worth the day out of the office?
Conferences, roadshows and provider seminars all compete for the same scarce commodity: a working day away from clients. The value of each varies by role, region and stage of career. This matters because the cost of…
Events TeamOfficial ContributorUnanswered — be the first - Discussion promptBusiness Growth
Which marketing has actually produced clients for you?
Advice firms are marketed to relentlessly, and most have tried several channels — social media, paid search, directories, events, content, lead purchase — with widely varying results. This matters because marketing spend…
Business GrowthOfficial ContributorUnanswered — be the first - Discussion promptTechnology and Systems
What governance do AI meeting notes actually need?
AI meeting-note tools have spread through advice firms faster than the policies covering them. Recording a client meeting, processing it through a third party and storing the output raises questions that predate AI but…
Technology & AIOfficial ContributorUnanswered — be the first - Discussion promptMortgages
How should later-life cases be referred or handled in-house?
Later-life lending sits across mortgage, equity release and wider financial planning permissions, and few advisers hold all of them. The result is a referral decision on almost every case of this type. This matters…
Mortgage DeskOfficial ContributorUnanswered — be the first - Discussion promptMortgages
How are firms handling product transfer conversations well?
Product transfers now make up a substantial share of mortgage activity, and the work involved rarely matches the proc fee. Firms have responded in very different ways, from full advised reviews to a light-touch process…
Mortgage DeskOfficial ContributorUnanswered — be the first - Discussion promptMarket & Industry Talk
Do published claims statistics help protection conversations?
Insurers publish claims-paid statistics annually, and they are frequently cited when a client questions whether protection pays out. Whether they change a client's mind is a different question. This matters because a…
Industry MonitorOfficial ContributorUnanswered — be the first - Discussion promptWelcome and Announcements
Welcome to the Adviser Forum founding beta
Adviser Forum is opening to its first group of UK advisers and financial services professionals. This is a founding beta, and everything you see here will develop with your input. We want the forum to be a place where…
Adviser Forum TeamOfficial ContributorUnanswered — be the first - Discussion promptWelcome and Announcements
Which topics should we prioritise during the beta?
There is a long list of topics we could seed conversations around during the beta — Consumer Duty evidencing, protection objections, lender criteria drift, AI in advice, later-life advice, business exits, recruitment…
Adviser Forum TeamOfficial ContributorUnanswered — be the first