The Advice Opportunity Index
Identify where broader client conversations could deepen relationships, uncover new needs and create more value.
Advice is changing. Family dynamics, succession, intergenerational change and increasingly complex client needs are creating opportunities for advisers to broaden the conversations they lead.
Generous You is an independent, fully funded not-for-profit helping professional advisers build the confidence, capability and practical tools to lead better conversations with clients about family, legacy, purpose and giving. We work alongside advisers to help them deepen client relationships, recognise opportunities and connect clients with the right specialist support when needed.
In less than five minutes, the Advice Opportunity Index will help you identify where there may be untapped opportunity to deepen relationships, strengthen family engagement and uncover new advice opportunities, with one practical next step to help you put that opportunity into action.
Less than five minutes.
Your information is securely stored and encrypted. We only use it to deliver your results and support your progress.
Where am I?
A few short questions about your knowledge, confidence and how these conversations show up in your client work today.
Where is the opportunity?
Tell us where broader conversations could create the most value in your practice, and what would help you most.
What should I do next?
Receive your Advice Opportunity stage and one clear recommended next step, matched to your context and the time you have.