Poll Result – Writing New Business a Priority for Advisers


Signing up new clients is the top priority for advisers who are focused on the future of their business according to the results of our latest poll.

And right behind that is higher client retention followed by reducing the cost of doing business.

While every element of a business is important, from increasing revenue to managing costs, voting in our poll suggests that 50% of you are focused on generating new business, 44% are working to retain more clients, and 6% want to lower business costs.

This poll closes on Tuesday 26 October, so there’s still time to cast your vote.

As a financial adviser, what's most important to you for the future viability of your advice business?

  • New business sales (47%)
  • Higher retention rate of clients (41%)
  • Lower business costs (12%)
  • Not sure (0%)
  • Other (0%)

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