Upcoming webinar: How advice firms can structure for growth this year, with Andy Wealthall and Gordon Flower
As firms look ahead to the coming financial year, client segmentation and adviser capacity continue to sit high on the agenda.
Most firms recognise the pressure on capacity and the need to deliver sustainable growth. The challenge is often not understanding the issues, but turning them into practical, structured change within the business.
To support firms in exploring this in more detail, we recently launched the Enhance Carve-out Calculator. The tool allows firms to model what reallocated capacity could look like using their own figures, building an illustrative view of how adviser time, client servicing and growth potential may shift.
To take this conversation further, we are hosting an exclusive webinar on Friday 15th May at 9:30am.
The session will bring together Andy Wealthall, Managing Director of Lifetime, and Gordon Flower, Founder of The Flower Group and a partner of Lifetime, to explore why client segmentation is becoming a more practical route for IFAs looking to improve capacity and support growth.
Rather than focusing on theory, the discussion will centre on how firms can begin to think about segmentation in a structured way, how capacity can be protected while still ensuring clients receive appropriate support, and why this approach is becoming increasingly relevant for firms managing both growth and service demands.
The webinar will also build on the thinking behind the Enhance Carve-out Calculator, helping firms understand how these ideas translate into practice and how they might apply within their own business.
Attendees will have the opportunity to hear directly from both speakers and put questions forward during the session.
