Expert-led growth
From recruitment planning to proposition design, we support advice firms looking to grow sustainably - with strategies that work in the real world, not just on paper.
What this can look like
Working with you
Whether you’re refining your client proposition, building a growth plan, or hiring the right people - we help connect the dots.
We work alongside advice firms to design structures, strategies, and processes that support real, long-term success.
That might mean helping you rethink your segmentation model. Or mapping roles and responsibilities for a new hire. Or even working through how to position a niche proposition to a wider audience.
Business Development
Adeptli Co-Founder & Chartered Financial Planner
Jamie brings over 15 years of experience at the intersection of advice and technology, combining practical insight with a forward-thinking approach. He specialises in strategic planning, streamlining advice processes, and unlocking the practical benefits of AI for financial services today.
Co-founder
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What’s the right structure for the firm I’m trying to build?
How can I attract and retain the right people?
How do I evolve my proposition without losing what works now?
What process inefficiencies am I not seeing?
How do I align business development with Consumer Duty?
We’ll help you create and deliver strategies that drive real results – not just plans on paper.
Need to know more
Browse our FAQs to learn more about our support and services.
We’ll work with you to unlock opportunities, streamline processes, and deliver results that last.
Book a call
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