More than nine in 10 advisers say lead generation is vital in 2026
The Wealthy Advisers Club found that 91.7% of advisers said generating more leads would be essential over the coming year.
More than nine in 10 advisers believe generating new business will be vital to their success in 2026, according to research from The Wealthy Advisers Club.
The adviser training community, which has more than 2,200 members, surveyed mortgage brokers and independent financial advisers (IFAs) and found that 91.7% of advisers said generating more leads would be essential over the coming year.
However, the findings suggest many firms continue to struggle with attracting new enquiries.
Almost two-thirds (64.7%) of respondents said lead generation was either very difficult or somewhat difficult for their business, while only 17.6% said it was not very difficult.
The research also found that while many advisers are generating enquiries, the quality of those leads remains mixed.
Some 57.2% of respondents described their leads as either quite good or very good, while 42.9% rated them as average or poor.
Terry Blackburn (pictured), founder of The Wealthy Advisers Club, said: “It’s clear from our research that advisers across the market are still placing major importance on lead generation going into 2026, but many are finding it difficult or at best inconsistent, especially when it comes to generating quality enquiries.
“As someone who has built and sold two successful adviser firms, I know how important not only lead generation is, but how vital attracting the right type and quality of leads is to a business.
“It’s something we focus on a lot with members, including reducing the reliance on one or two lead sources, as it’s the holy grail, but possible.”
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