As we approach the close of 2024, we’re celebrating what has been a truly record-breaking year! From hosting an unprecedented number of Discovery Sessions to experiencing a remarkable surge in client inquiries and website traffic, our marketing efforts have elevated us to new heights of success.
A Record Number of Discovery Sessions
Discovery Sessions are at the heart of our recruitment process. They offer financial advisers a personal introduction to Truly Independent, showing how our unique proposition can transform their businesses and lifestyles. This year, a record number of Discovery Sessions were booked, an increase of 17% from last year.
Why Are More Advisers Joining Us?
At Truly Independent we empower our advisers to make more money, have more time, and to do so with less stress. There are countless reasons to join:
- Remain Independent – Provide your clients with whole-of-market advice, ensuring they receive unbiased recommendations from a comprehensive range of products and providers.
- 4×4 Succession – Our industry leading succession plan offers you up to 4 times net renewal.
- Exceptional earning potential – You can earn up to 95% with our retention rates.* (*This includes the extra 5% value proposition bonus)
- Marketing support – Through our marketing, we generate regular leads for our financial advisers.
- Value proposition bonus – We reward excellence from our advisers with an additional 5% bonus on your recurring income when you achieve our client support agreement standards.
- Compliance support – We have our own in-house compliance team available to lend their support to our advisers.
- Chartered adviser bonus – We offer an extra bonus for advisers holding CII Chartered Qualification.
- Action Team support – Our dedicated team can help you with IT, technical support, systems and more.
- Back-office systems – We have powerful systems in place so you can work from anywhere.
- Much more – Visit our “What we offer” page for more information.
Unprecedented Client Enquiries
Our client-focused marketing strategy has yielded exceptional results. We’re on track for a record breaking year this year on client enquiries – with a 64% increase vs 2023. When we launched our website in 2017, we started from zero, making this growth a testament to our consistent marketing innovation.
Our website is designed to engage and convert. You can find all our Truly Independent advisers using the Find an IFA search tool, ensuring clients can easily connect with the right expert. Advisers can also enhance their visibility with their own professional websites provided by Truly Independent*, further boosting their online presence.
Website Traffic Milestones
Our online presence flourished in 2024. The Truly Independent website saw a 25% increase in visits and a 46% rise in page views from 2023.
This surge is driven by key website features such as:
- Client Fees Calculator – Enhancing transparency.
- Find an IFA Tool – Making advisers more accessible.
- Insightful Blog Content – Offering expert financial advice.
These features not only attract potential clients but also reinforce our advisers’ credibility.
Recruitment Website Success
Our recruitment-focused website, www.happyfinancialadvisers.co.uk, also saw record-breaking performance, — an increase of 20% in visits. This growth reflects the growing interest among advisers seeking a supportive and rewarding career platform.
Expanding Through Succession
This year, we proudly acquired 10 businesses from our self-employed advisers through our groundbreaking 4×4 Succession Plan. Designed with retiring advisers in mind, this plan ensures a seamless transition by entrusting their clients to the care of our dedicated Truly Private Clients advisers, delivering exceptional service every step of the way.
The 4X4 Succession Plan offers up to four times annual renewal income, ensuring a secure exit strategy while preserving client relationships.
Want to see how much your business could be worth? Use our Succession Calculator to get an instant estimate.
Looking Ahead to 2025
As we set our sights on 2025, we’re excited to build on this year’s success. Ready to elevate your financial advice career? Book a Discovery Session today and start the new year on a truly fantastic path.
*Adviser websites are available for a one off purchase price of £500 alongside a dedicated marketing package.
