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Public·26 Lamplighters

Hello Lamplighters!

I hope you're all doing well and continuing to shine your light on the world of financial planning. Today, I have something incredibly relevant to share with you.

Industry Update: The Rising Thresholds of Intermediating Financial Planners

We're seeing a significant shift in the industry. Many intermediating financial planners are raising their investable asset thresholds. Why? They're grappling with the challenges of demonstrating value-for-money under new Consumer Duty value assessments and facing increasing regulatory costs.

What Does This Mean for Us?

This shift is creating a diaspora of clients who find themselves "too small" for traditional IFAs. But here's the kicker: these clients still need comprehensive financial planning.

Our Approach at the Academy of Life Planning

We're stepping in to fill this gap. You offer financial planning for those who self-direct their portfolios, with options tailored to individual needs. Your services are designed to be transparent, affordable, and most importantly, valuable.

Check out this blog:

Let's Discuss

I'd love to hear your thoughts on this industry shift and how we, as non-intermediating financial planners, can best serve these clients. Let's use this as an opportunity to brainstorm and share insights.

Looking forward to your comments below!

Best regards, Steve

Oct 13, 2023

Yes. I signed up a "too small" client this morning.



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