1.What's your biggest growth constraint?

Adviser capacity

Administration burden

Tech limitations

Actually, we've hit our desired size

None of the above

2.What percentage of your time goes on admin versus actual advice work?

Up to 20%

21-40%

41-60%

More than 60%

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

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

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

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

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

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

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

10.How many advisers work in your organisation?

0-10

11-50

50 plus