If your day-to-day feels busy but not purposeful, a clearer strategy could make all the difference.
For many self-employed financial advisers, it’s easy to get caught in the whirlwind of meetings, reports, compliance tasks, and lead generation — without stopping to ask where it’s all heading.
Why Strategy is One of Truly’s 6 S’s
At Truly Independent, we believe a successful financial advice business is built on six key foundations — we call them the 6 S’s: Structure, Strategy, Systems, Services, Support, and Succession.
Strategy sits at the heart of these. Without it, the other five risk becoming disconnected — a set of actions without a clear destination.
A strong business strategy gives direction. It helps advisers make smarter decisions, focus on what really matters, and build something that’s not just profitable, but also sustainable and fulfilling.
In a fast-changing profession, strategy isn’t a luxury — it’s essential.
Small Actions, Big Shifts
You don’t need pages of documentation or a complicated process to start. Often, clarity begins by asking yourself a few focused, honest questions.
Here’s a simple Strategy Snapshot you can do right now:
- Does your business strategy include an exit strategy?
- Are you relying on others to eventually sell your business for you?
- Are you spending most of your working time dealing with non-client specific activities?
- What would I want someone to say if they took over my business tomorrow?
A Clearer Future Starts with Strategy
If your business feels busy but aimless, you’re not alone. Many advisers told us they felt this way when joining Truly — caught in the cycle of working hard without a clear direction.
But as they aligned with our six foundations, that feeling quickly shifted to clarity, control, and renewed purpose.
That’s why we created the HappyScore — a short, no-obligation assessment to help advisers see how aligned their business is across six key areas, including Strategy.
It’s a 10-minute check-in that could spark a lasting shift in how you work, grow, and plan for the future.
Take the HappyScore Assessment Now
Your Strategy Starts Now
Strategic clarity isn’t only about long-term goals — it’s also about making confident decisions now that support the business you’re building.
Choosing your payment rate is a prime example. For advisers moving firms, a drop in income during year one can feel like a setback — even if the long-term benefits are strong.
That’s why we created Pick Your Rate.
It lets new advisers select the payment rate that fits their current success and future ambitions — whether that’s starting at 70% with year-end rebates, or going straight in at 90% if your income justifies it. It’s a strategic tool that removes barriers to growth and puts you in control from day one.
Because building a business on your own terms shouldn’t mean slowing down to get there.
