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.