SimplyBiz research finds advisers optimistic about 2023 SimplyBiz research finds advisers optimistic about 2023

09 Mar 2023

We're delighted to have released the findings from our biannual adviser survey, conducted to understand the shifting landscape of challenges and opportunities facing advisers, and evolving client needs and concerns, today.  The survey, which was completed at the end of January by over 200 adviser firms, revealed a number of key findings about key client conversations and concerns, optimism about the year to come, adviser priorities, vulnerable clients, and much more.

Find out more about the survey results, including a quote from our Marketing Director, Richard Ardron, in today's edition of The Intermediary, here

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