Why does Enhance work with clients who fall below an adviser’s minimum portfolio size?

For many adviser firms, setting a minimum portfolio size is a commercial necessity. With capacity tightening and Consumer Duty raising expectations, advisers need to protect time for clients who require complex planning and can support sustainable growth. 

The challenge is that long-standing or lower-portfolio clients still need ongoing advice. They may not meet your firm’s minimum threshold, but disengaging them entirely risks complaints, reputational damage and the loss of goodwill built up over years. 

This is where Enhance comes in. 

Bridging the advice gap 

Enhance was created to help address one of the biggest challenges in the industry: the advice gap. Too many clients fall through the cracks because their portfolio does not generate enough revenue to justify the level of adviser time they require. 

Our model ensures that these clients continue to receive regulated, relationship-led advice, without draining the capacity of your firm. It means no client is turned away and every client can still feel valued and supported. 

Protecting your firm’s growth 

By partnering with Enhance, advisers can focus their time on high-value relationships and new business opportunities, confident that their lower-portfolio clients are still receiving trusted and regulated support. It allows you to grow sustainably, while also meeting the expectations of Consumer Duty. 

For your firm, that means:

– More capacity to serve clients who need complex planning
– Confidence that every client remains supported
– A smoother pathway to sustainable growth and stronger client relationships 

Growing without compromise 

Enhance exists to make segmentation practical and positive. We provide the reassurance of knowing your clients are cared for, while freeing you to build the future of your firm. 

To find out what “grow without compromise” looks like in practice, click here to book your discovery call today. 

By Cameron Glynn, Marketing Officer at The Lifetime Group