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Articles | advisory

This isn’t advisory. This isn’t compliance. It’s something bigger.

The industry, over the last few years, has got very loud shouting about our favorite #buzzword: advisory. And that’s us included. We’ve been so excited about the value these services could provide that we haven’t looked up. We’ve been trying to encourage you to pick up advisory services with all of your clients, but we’ve concluded that advisory’s not always the right answer, for you or them.

Research with our Futrli partners indicates that traditional advisory is an essential service for around 10% of your portfolio. They need management accounts, board reports, scenario planning. They’re able to dedicate the time and money needed for such a service. It’s essential for their operations and they know the value of data-driven decision-making.

But, 50% of businesses are still failing by their fifth year of business. It’s startling. Despite all of the technology and services we have today, the success rate of these businesses hasn’t improved over the last 20 years. As much as you want to help – you can’t. Advisory isn’t a service you can provide to everyone. It’s too demanding on both yours and your clients’ time and resources.

They require an entirely new approach, and so do you.

This 90% majority of your portfolio is what we’d call your ‘core’. They’re the largest chunk of your portfolio, so it’s concerning to know they’re the ones most at risk. They need protecting and strengthening, just like your advisory clients.

Most business owners firefight their way through every day. They reactively tackle the issues that scream the loudest, not necessarily the issues that need their attention. These businesses are the ones taking the biggest risks, facing big decisions with limited resources – a dangerous combination.

The result? There could be a fire burning in their business or one about to set alight, and they wouldn’t know. And you have no way of helping them. You can’t be expected to find time and resources to spend on every one of your clients. You’d need to duplicate your firm five times over.

It’s a little long-winded, but those struggles are where Futrli Platform comes from. A struggle for businesses to survive and

a struggle for firms to really help. Could we develop a product that would serve businesses quality advice, insights and give them quick and easy access to their advisors?


So, that’s what we’ve done. Futrli Platform puts support and real-world insight into the hands of your clients, for them to use themselves – so it’s hands-off for you.

By dedicating a few minutes to scroll through their feed, your clients will know where their business is, the problems they need to face, and the things they have to celebrate. It’s a security blanket and a security guard in one.

Irrespective of who your client is, one thing will fundamentally change. Your clients are being educated about their business. They’ll have questions. And they’ll ask you.

That provides the basis for your relationship going forward. One day they’ll become part of your ten percent. And you haven’t had to sell, you’ve grown a relationship organically. This is how you get your clients to recognize the value of your services.

We’ll change the tide on business success, and on your success too. This is the next step. Let’s make business success simple.

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