Adviser Zone content
Grow and succeed with Advice Guru, your business partner
Boost your professional development, broaden your product knowledge and explore new areas of advice with our comprehensive range of tools, Learning Zones and interactive content. Advice Guru is your education partner, helping with your professional development.
Think of us as another member of your team…helping you develop your knowledge, grow your business AND meet your regulatory obligations
Your business parter
Unique quizzes…
Understanding the gaps in a client’s knowledge and areas of concern that you might need to address as part of your advice recommendations is a critical part of your job as an adviser. But when client’s don’t know what they don’t know, it can be hard to get to the information you need.
The Advice Guru website includes a range of tools to help. We provide unique online quizzes that can help test a client’s borrowing knowledge, identify potential areas of vulnerability and even what their preferred learning style or style are.
What’s in it for you
Borrowing calculator…
With the later life market expanding and new product innovations being developed for older borrowers, many clients will be unfamiliar with the full range of product options that could help them achieve a better outcome.
This is why we developed our unique Borrowing Calculator. Within seconds, our calculator can give a client an indication of which later life lending options they might qualify for based on their borrowing need.
What’s in it for you
Introducer support…
Developing great introducer partnerships with other advisers has always been a powerful business development tool for specialists, even more so with the advent of Consumer Duty. But identifying, securing and nurturing those relationships can be hard work.
Advice Guru can help. Our site can be used as a marketing tool for advisers to use with their introducers, and we have specialised support designed to help advisers target and secure new referral partners.
