Advice Guru launches AI business planning tool for advisers
Business Guru is set up to help advisers write practical, structured business plans from scratch, regardless of firm size or experience.
Advice Guru has launched its new artificial intelligence (AI)-powered business planning tool, Business Guru, for financial advisers.
The tool is part of the company’s guru growth system and is aimed at helping advisers create business strategy and planning documents.
Business Guru is set up to help advisers write practical, structured business plans from scratch, regardless of firm size or experience.
The tool walks users through up to 59 targeted questions, covering core areas of an advice business.
The system helps advisers assess where they stand, prioritise activity and track progress against set growth goals.
Unlike standard business planning templates, Business Guru uses AI to adapt based on responses.
It highlights relevant points, gaps and supports decision-making around business development, marketing, capability and long-term sustainability.
Stuart Powell, founder at Advice Guru, said: “Our own research with members and the wider advice community showed us that at least 60% of advisers don’t have a current, active business plan.
“Many advisers know they should have a plan, but struggle to turn that intention into something practical.
“Business Guru is designed to remove that barrier by guiding advisers through the process step by step, using AI to keep it focused, relevant and usable.”
Business Guru is set up for smaller firms and sole traders, many of whom work without formal business plans due to time, resources or not knowing where to start.
By breaking the process into structured questions, the tool aims to make business planning more accessible and actionable.
The tool was piloted with a group of later life advisers and is now being rolled out at fast start 2026 events in January, supported by later life lending brands including Aviva, more2life and Pure Retirement.
Business development managers and support teams from those lenders are also helping advisers use Business Guru.
Kay Westgarth, head of retirement distribution at Aviva, said: “Older borrowers need skilled, well-informed later-life lending advisers now more than ever.
“This is an ideal moment for advisers to refresh and energise their business plans and we’re delighted to collaborate with all the partners driving this forward.
“Together, we can build a stronger later-life lending market that delivers outstanding outcomes for customers.”
Dave Harris, CEO at more2life, said: “We’re delighted to co-sponsor Business Guru, and the pilot phase has already shown how powerful it can be.
“Later life lending is evolving quickly and expectations are rising. Advisers are central to this market, yet many still do not have a formal business plan.
“Business Guru makes planning practical. It guides advisers through a structured process and produces a clear, personalised plan for the year ahead.”
Harris added: “At more2life, we have seen how innovation and technology can open up new opportunities.
“We are confident the advice community will welcome the support Business Guru provides in 2026.”
Scott Burman, head of distribution at Pure Retirement, said: “We’re proud to be standing behind Advice Guru’s mission, further underlining the commitment we have to helping advisers that is currently seen through our Marketing Toolkit.
“At a time when housing equity is perceived as an important part of retirement planning, helping advisers to leverage resources and technology to drive sustainable market growth is paramount, and we’re pleased to have the opportunity to support this important initiative, offering advisers the tools to enhance their business development for 2026.”
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