A new white paper by Strategi Group 2030: The Next Generation Advice Business, explores the shifts shaping the future of the financial advice industry and outlines practical steps for FAPs to future-proof their business.
The company says the financial advice industry is evolving quickly, and the businesses that thrive in 2030 will look very different from those operating today.
It notes that the white paper expands on insights shared by David Greenslade, Founder and Executive Director of Strategi Group, at the 2025 Financial Advice New Zealand Conference in Christchurch last week.
Strategi Group says the report examines what the “Next Gen” advice business will look like “…and provides clear guidance on aligning your business model with future demands.”
Key trends highlighted include:
- The ability to quickly adapt to industry shifts and seize new opportunities
- Building a business that’s less reliant on a single key person (e.g., the founder)
- Developing a scalable, high-value model that can be sold or passed on
- Creating a business that generates both a market salary and strong returns for owners
“As we approach 2030, now is the time to ensure your business strategy includes these key attributes. Whether your current plan covers the next three years or 10, integrating these insights can help position your firm for long-term success,” the company says.
Click here or on the image below for a copy of 2030: The Next Generation Advice Business.
