Advisers and Using the Business Plan Guru

In this episode of the Advice Guru Podcast, host Stuart Powell and co-host Stuart Wilson are joined by a panel of experienced advisers — Andy Wilson, Mark Varela, Tim Spencer, and Rich Baxter — to explore how financial advisers can use the new Business Plan Guru Tool to plan, track, and grow their businesses with purpose.

Together they discuss why so many advisers struggle to create (and stick to) an actionable business plan, how AI-powered tools can simplify the process, and why 2026 could be the year of bottom-up growth across the later-life lending industry.

👉 Key topics include:

• Why most business plans fail to get updated — and how to change that
• Turning last year’s performance into next year’s success
• Using AI to make planning practical, measurable, and repeatable
• How lenders and BDMs can support advisers through the Business Plan Guru concept
• The shift from top-down marketing to adviser-led bottom-up growth

💡 Whether you’re an experienced Equity Release, Mortgage, or Later Life Lending adviser, this episode will help you understand how to measure what matters, focus on what works, and grow smarter — not harder.

🎧 Tune in now and start building your plan for 2026 with Advice Guru — your educational partner in later-life lending.

Business Plan Guru AI Launch – Part 2: Turning Ideas into Action

In this episode, hosts Stuart Powell and Stuart Wilson continue their discussion on Business Plan Guru AI — the powerful new planning tool designed to help Mortgage Advisers, Equity Release Specialists, and IFAs plan smarter and grow stronger in 2026.

Joined again by advisers Andy Wilson, Rich Baxter, Stephen Beresford, and Tim Spencer, they explore how to turn good ideas into structured, measurable business plans that actually drive results.

💬 Topics include:

• Why most advisers don’t have an active business plan — and how to change that
• How Business Plan Guru AI helps you plan, track and grow your business
• Using AI to simplify planning, automate reminders and celebrate progress
• Real adviser experiences from across the UK
• How better structure and accountability can boost growth in 2026

Whether you’re a Mortgage Adviser, IFA or Later Life Lending Specialist, this episode shows how AI can bring structure, focus and measurable success to your business planning.

🎧 Listen now to discover how Advice Guru is helping advisers build a smarter, more profitable 2026.

Visit: https://advicedirectory.adviceguru.co.uk/home

Learn more: https://adviceguru.co.uk

Advice Guru Podcast, Business Plan Guru AI, Financial Advisers, Mortgage Brokers, Equity Release, Later Life Lending, Business Planning, AI in Finance, Adviser Growth, Stuart Powell, Stuart Wilson.

Business Plan Guru AI Launch – How Advisers Can Build Stronger Businesses for 2026

In this episode, hosts Stuart Powell and Stuart Wilson introduce Business Plan Guru AI — a powerful new platform helping Mortgage Advisers, Equity Release Specialists and IFAs plan smarter, market better, and grow stronger in 2026.

Joined by leading advisers Andy Wilson (Lincoln), Rich Baxter (Huddersfield), Stephen Beresford (Sheffield) and Tim (County Durham), they discuss how structure, consistency and the smart use of AI can transform adviser businesses — even in a challenging market.

💬 Topics include:

• How Business Plan Guru AI helps advisers plan and grow efficiently
• The launch of the Later Life Lending Lab
• Using AI and automation to save time and increase profit
• Building repeatable marketing systems
• Why 2026 could be a major turning point for later-life lending

Whether you’re a Mortgage Adviser, Equity Release specialist or Financial Planner, this episode gives you a clear roadmap for business success.

🎧 Listen now to discover how Advice Guru is helping advisers shape a stronger, smarter future.

Visit: https://advicedirectory.adviceguru.co.uk/home

More info: https://adviceguru.co.uk

Advice Guru, Business Plan Guru AI, Mortgage Advisers, Equity Release, Later Life Lending, Financial Advice, AI for Advisers, Business Planning, Marketing for Financial Advisers, Adviser Growth, UK Finance, Stuart Powell, Stuart Wilson, Advice Directory.