An exclusive Live Webinar
How advice firms can structure for growth this year
Broadcast has ended. You may watch the replay!
Here's what you'll learn:
Where capacity is really being lost
A clear view of how client structure, not just volume, is driving pressure on adviser time.
How to move from idea to implementation
What needs to change operationally to make segmentation work inside a firm.
What segmentation looks like in practice
How firms are actually structuring client books, not theory, but how it works day to day.
How to sense check it in your own business
How tools like the Enhance Carve-out Calculator fit into the process, and what to look for in the outputs.
How to free up adviser time without weakening service
The role of a defined service model in protecting relationships while reallocating capacity.
Live discussion and Q&A with Andy and Gordon
A chance to test these ideas against your own firm and ask direct, practical questions.
Where growth comes from in an existing client base
Why growth isn’t always about new clients, and how better allocation of time can change output.
Andy Wealthall
Andy Wealthall is Managing Director at Lifetime Financial Management and has been closely involved in the development of Lifetime Enhance, supporting advice firms to think differently about capacity, client segmentation and operating model design. He works with firms on how to structure service more effectively, ensuring adviser time is focused on higher value relationships while maintaining clear, consistent support for all clients. His focus is on helping firms build more sustainable models for growth, balancing capacity, client outcomes and commercial efficiency.
Gordon Flower
Gordon Flower is Founder of The Flower Group and works closely with IFA firms on growth, structure and exit planning. With over 20 years’ experience in advice businesses, including Private Equity-backed firms, he has supported more than 20 acquisitions and helped deliver successful exits, with valuations exceeding £40m.
His focus is on helping firms make clear strategic decisions, improve financial visibility and prepare for future sale, bringing a practical, commercially grounded view on how firms can structure for growth and long-term value.
