The Financial Adviser Survey 2026 Question Title * 1. What's your biggest growth constraint? Adviser capacity Administration burden Tech limitations Actually, we've hit our desired size None of the above Question Title * 2. What percentage of your time goes on admin versus actual advice work? Up to 20% 21-40% 41-60% More than 60% Question Title * 3. What does success look like for your firm in three years time? 2 x revenue, same lifestyle and hours worked Same revenue, same hours Build and then sell Serve more clients at a lower cost I haven't even thought about that yet None of the above Question Title * 4. To service one client, how many different systems does your team log on to daily (please include outlook, AI etc)? 1-2 3-6 7-9 More than 9 I honestly lost count Question Title * 5. Where are you with AI in your advice process? Actively using it Experimenting, but not fully deployed Researching Options Sceptical about the hype Waiting for others to figure it out first Question Title * 6. For capabilities you don't have in-house (i.e. compliance, tech support, income reconciliation), what's your default approach? Hire more staff Outsource to specialists Mix core in-house with peripheral outsource DIY - struggle through Depends on the function If you outsource, please say which function Question Title * 7. With your current operating model: what happens when you add 50 new clients? Easy - we have capacity Need to hire more staff Mix of new tech and people added to the business AI solves this problem to a large extent Honestly, we would struggle We're turning clients away already Question Title * 8. If you could redesign your firm from scratch today, what would you prioritise? Maximum revenue/AUM growth Same income, work less hours Premium fees, fewer clients Scale to build value for exit Still figuring this out None of the above Question Title * 9. What's the biggest barrier to change in your organisation? Culture (behaviours and attitudes to change) Legacy tech Poor tech integration Lack of time None of the above Question Title * 10. How many advisers work in your organisation? 0-10 11-50 50 plus Done