Unlocking the Potential in Underserved Markets: A Profitable Opportunity for Financial Advisers

Many IFAs and financial planners are telling us that they are actively considering expanding their expertise into new markets.

Are you, like them, eyeing up the potential for providing financial education and coaching in underserved markets?

If not, now is the time to explore this opportunity. Many financial advisers have traditionally overlooked these markets for all the reasons we know, yet they hold significant promise for those willing to innovate and adapt.

The Advice Gap: A Challenge and an Opportunity

The term "advice gap" often surfaces in discussions about financial services. But what if this gap is more than just a challenge?

What if it represents a substantial opportunity for growth and to enhance the financial wellbeing of many more people?

Consider this: many consumers are eager for financial guidance from professional advisers, but feel excluded due to unaffordable fees or the perception that their needs are too small to warrant professional attention.

What if you could bridge this gap profitably?

The Role of Financial Education

One of the most effective ways to address the advice gap is through financial education. Many consumers are hungry for knowledge about managing their finances, investing and planning for the future.

Yet, they often struggle to find reliable sources - even on the internet. This is where you, as a professional financial adviser, can make a valuable difference.

Have you ever thought about offering educational courses or workshops? Many IFAs tell us they have but are unsure how to go about it and are looking for a proven formula. By providing valuable information, guidance and even coaching, you not only help these consumers but also position yourself as a trusted expert.

Non-Traditional Services: Less Regulation, More Opportunity

Non-regulated services like financial coaching and financial education offer another profitable avenue. These services are in demand and come with fewer regulatory constraints compared to traditional advice services.

Have you considered expanding your offerings to include these services? By doing so, you can provide additional value to your clients and create new revenue streams for your practice.

Adapting to Technological Changes

The financial advice world is rapidly evolving, with technology playing a crucial role. Many advisers struggle to keep up with these changes, feeling overwhelmed by the pace of innovation and the wide choice of technology available to them. However, this technological shift also presents new opportunities, especially within underserved markets.

Our course will show you how to leverage technology to support your new market propositions and to discover precisely which technologies can help you connect with and serve these markets effectively.

By adopting these technologies, you can build a robust, tech-savvy but human approach that meets the needs of a broader audience and sets you apart from the competition.

Conclusion: You Should Seize the Opportunity!

The financial landscape is changing, and with it the opportunities for financial advisers are expanding.

By addressing the advice gap, offering financial education, providing non-traditional services and embracing appropriate technology, you can tap into underserved markets and drive profitability.

Are you ready to learn more about this opportunity?

Our comprehensive 3-part course is designed to help you navigate these changes and unlock the potential in these markets. We highlight six different strategies for getting started in this market and creating a new service proposition.

And it's not an 'all or nothing' proposition. It's one that you can quietly develop alongside your current advice proposition. You build it at your own pace following a proven strategy.

Today's advisers possess great skills and expertise. It is crucial that the wider marketplace has access to this expertise to ensure better financial outcomes for all. Financial advisers play a vital role in promoting financial literacy and stability, and their knowledge can make a significant difference in the lives of many who currently go without professional guidance.

The ability to profitably access this new marketplace is within reach, and our 3-part training with real examples provides a step-by-step approach to help you succeed.

When you finish the training, you'll know exactly what to do next. And in our dedicated forum, you can discuss and share ideas with your fellow attendees.

Financial advisers, don’t let this chance pass you by. Embrace a new and complementary approach to supporting financial wellbeing and reserve your place today.

Join our New Markets Programme today and take the first step towards expanding your client base and creating new income streams.

Let's bridge the advice gap together and create a brighter future for your practice and your clients.

Also included:

• Dedicated forum for all attendees
• 3 live webinars
• 3 video recordings
• Separate audio recordings
• Written summaries
• Full transcripts

Advisers have been reserving their places here: https://www.philipcalvert.com/mass-market-advice