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.

Episode Summary

In this episode of the Advice Guru Podcast, Stuart catches up with Scott Burman, Head of Distribution at Pure Retirement, to explore the latest developments in later life lending. They discuss Pure’s redesigned website and broker portal, how the company gathers and acts on advisor feedback, and the evolution of its market-leading marketing toolkit.

Scott also shares insights on Pure’s £10k retention product, designed to help turn more “no” cases into “yes,” and explains how their fringe referral process has already unlocked over £10m of additional lending. The conversation highlights the importance of education, advisor support, and collaboration across the industry — including Pure’s recent partnership with My Care Consultant to better support clients navigating care needs.

Whether you’re an advisor looking for fresh tools, or simply interested in where the equity release market is heading, this episode is packed with practical insights and forward-looking strategies.

About Adrian Cavill. His past work history and how he has grown to be the Later Life Lending Adviser he is today.