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Webinar Overview

Traditional approaches to growing financial advice firms are evolving.

For decades, many advice firms have grown through a combination of referrals, adviser reputation and long-term client relationships. But as competition intensifies, adviser capacity tightens and consolidation accelerates, firms are increasingly questioning whether traditional approaches can still support ambitious growth objectives. At the same time, private equity investment, advances in AI and rising client expectations are reshaping the economics of advice and changing what it takes to build a scalable business.

Professional Adviser's upcoming Adviser, Talks event brings together experts to explore what firms need to do to build a more scalable and repeatable growth engine. Register for the event now to learn:

  • Why organic growth is becoming structurally harder across the financial advice sector
  • The economics of client acquisition in an increasingly competitive market
  • The impact of AI on client acquisition, adviser productivity, and firm scalability
  • The cultural divide between leadership growth ambitions and adviser attitudes towards growth
  • What operating model changes are required to create sustainable, repeatable organic growth
  • How firms can balance commercial growth with client-centric advice delivery

The event, free to subscribers of Professional Adviser, offers attendees a clearer understanding of the forces reshaping adviser growth in 2026 and the strategic choices firms must make to remain competitive over the next decade.

Hardeep Tawakley
Hardeep Tawakley

Head of content, Incisive Works

Hardeep Tawakley is head of content at Incisive Works, the content marketing arm of Incisive Media. She was a business journalist for over a decade, holding roles at a range of magazines in the B2B sectors.

Tim Grimsditch
Tim Grimsditch

Managing Director, Unbiased

Tim Grimsditch is the managing director of Unbiased, an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms. Tim has over 20 years of experience as a growth leader, building high-performing, modern growth functions across industries, including roles at OVO, Thread, and Spotify.
David Steers
David Steers

Founder & Chief Executive Officer, Douglas Steers & Company

David Steers is Founder and Chief Executive Officer of Douglas Steers & Company, an independent financial planning firm he established in 1994. Specialising in retirement and investment planning, the firm combines the personal approach of a family business with the rigour of a team of more than 50 professionals — offering whole-of-market advice with no ties to product providers and no quotas.
Paul Bartlett
Paul Bartlett

Founder & Director, Piccadilly Wealth

Paul Bartlett is the founder and director of Piccadilly Wealth Management, the independent financial planning firm he established in 2020. With more than 20 years' experience in financial services, Paul has built a modern, technology-led business focused on delivering straightforward financial planning and investment advice to clients across the UK.

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