Advisor Impact helps financial advisers and accountants to maximise profitability and productivity in their businesses and works with advisers in the UK, US and Canada.

We provide research, training and tools to help firms and individual advisers evaluate and improve client profitability – all in the context of delivering an outstanding client experience.

The company's flagship programme, the Client Audit is an outsourced client feedback programme. It helps financial advisers and accountants enhance loyalty and increase client revenue, by gathering on-going feedback from clients, turning that into a clear action plan and providing the support and tools to help leverage those results.

For information on the Client Audit, click here.

Click here to download a 5-minute flash presentation on the programme.

Our business is built on our experience and on-going research in this industry, combining on-going feedback from both advisers and clients. We study top producing financial advisers on a regular basis, both independently and on behalf of their firms and we have the largest database of feedback from clients on what they need, want and expect in a relationship with a financial adviser. Combined, that research informs all of our programmes.  See the Industry Insights page for our latest research.

We thank you for your interest in Advisor Impact and hope you find the information on this site of interest.

Meet the Management Team