While many advice businesses were challenged by the 2020 pandemic, Continuum has set new business performance records. The firm’s turnover, assets under management and profit have all increased. Managing partner Martin Brown (pictured) says this is down to the way that advisers, clients and the business worked collaboratively.
‘The pace at which we adapted and evolved to the new world is incredible. Advisers and clients willingly joined us on this remarkable journey. There will be no return to the traditional ways of working; the future is more exciting than ever.
‘Clients and advisers have never been more engaged in developing and reviewing their financial plans. Many clients have had the time and space to review and understand their personal goals. They have developed a real appetite to learn. The open rates on our weekly education mailers are now consistently over 50%.’
The firm has also achieved an ESG accreditation recently, an important milestone that Brown says underpins his ambition for future growth.
‘Client feedback reveals that ESG is becoming even more important. Our client satisfaction surveys reveal this, and our scores remain one of the best in the sector.’
In looking at 2021, Brown expects the Continuum business to continue breaking records with new adviser recruitment and productivity growth forecast. ‘I have never known our advisers to be so optimistic, with our new marketing activities and national network of professional connections they are looking to build on an outstanding 2020.’
For the full editorial please click here.