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.

We discuss with Adrian Cavill having a Business Plan and a Marketing Plan. He tells us about the elements within his plans and how he executes the different aspects of them.

Key Takeaways & Adviser Action Points | Advice Guru Podcast

In this special follow-up episode of the Advice Guru Podcast, host Stuart Powell brings back a panel of leading voices to reflect on the first two episodes and share their top recommendations for advisers. Joining him once again are Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group), Andy Longhurst (Commercial Director at LeadTech), Sara Laws (The Mortgage Mam), and Rachel Flanagan.

Each guest highlights their key takeaways from earlier discussions on business planning, introducers, and lead generation — and offers clear, actionable advice on what advisers should prioritise right now. The conversation touches on the importance of creating measurable business plans, building long-term introducer relationships, and making smart choices between free and paid lead sources.

Stuart Wilson stresses the role of marketing visibility, while Will Hale draws on industry trends in later life lending to outline where opportunities lie. Andy Longhurst explains how advisers can best evaluate lead quality, and Sara Laws with Rachel Flanagan give an adviser’s view of practical steps that make the biggest difference day-to-day. Together, they offer a roadmap of strategies that advisers can put into action immediately.

This episode is a must-listen for advisers looking to focus their energy on what truly drives growth. By combining expert industry insight with real adviser experiences, it delivers a concise set of priorities that can shape your next stage of business success.

To explore more free resources and educational guides, visit Advice Guru. For tailored mortgage and equity release support, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #AdviserGrowth #KeyTakeaways #MortgageAdvice #EquityRelease #LaterLifeLending #LeadGeneration #AiR #KeyGroup #LeadTech #MortgageMam

Introducers & Paid Lead Generation Strategies for Advisers | Advice Guru Podcast

In this episode of the Advice Guru Podcast, host Stuart Powell is joined once again by a panel of leading industry experts: Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group), Andy Longhurst (Commercial Director at LeadTech), Sara Laws (The Mortgage Mam), and Rachel Flanagan. Together they explore how advisers can access quality business opportunities through introducers, paid lead providers, and smart referral partnerships.

The conversation dives into the benefits of working with introducers such as solicitors, estate planners, and accountants who can connect advisers with clients at the right stage of their financial journey. The panel also unpacks the wide range of paid lead options available — from specialist lead generation firms to marketing campaigns — and discusses how to measure cost versus conversion.

Listeners will hear expert insights on how to build long-term relationships with introducers, manage the risks of paid leads, and integrate both into a wider business growth strategy. Will Hale explains the role introducers play in the later life lending sector, while Andy Longhurst provides a commercial view on scaling lead generation through paid sources. Sara Laws and Rachel Flanagan share practical adviser experiences of balancing costs, expectations, and real client engagement.

With guidance from Advice Guru and Guru Mortgage Solutions, advisers can make smarter choices about lead generation — ensuring every opportunity delivers sustainable growth. This episode is packed with actionable strategies for anyone looking to expand their client base in mortgages, equity release, or later life lending.

For more free tools and educational resources, visit Advice Guru. For personalised advice and mortgage support, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #LeadGeneration #Introducers #PaidLeads #MortgageAdvice #EquityRelease #LaterLifeLending #AiR #KeyGroup #LeadTech #MortgageMam

Business Plans & Lead Generation with Industry Experts | Advice Guru Podcast

Learn how business plans and lead generation drive adviser growth in this powerful episode of the Advice Guru Podcast. Host Stuart Powell is joined by a panel of industry leaders including Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group), Andy Longhurst (Commercial Director at LeadTech), Sara Laws (The Mortgage Mam), and Rachel Flanagan. Together they share insights on how advisers can build sustainable businesses through clear planning, client targeting, and effective use of leads.

This episode covers why every adviser needs a strong business plan, the key differences between free and paid leads, and how introducers, referrals, and networks can accelerate growth. You’ll also hear expert perspectives on marketing strategies, industry trends in later life lending, and practical experiences from working mortgage advisers. From large-scale lead generation to grassroots community advice, this discussion highlights the importance of consistency, accountability, and measurable results.

Listeners will discover how Advice Guru and Guru Mortgage Solutions provide the tools, education, and lead pathways to support advisers at every stage of their journey. Whether you’re focused on equity release, mortgages, or later life lending, this episode will give you actionable tips to grow your business.

For more free guides and resources on mortgages, equity release, and later life lending, visit Advice Guru. For tailored financial advice, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #BusinessPlans #LeadGeneration #MortgageAdvice #EquityRelease #LaterLifeLending #AiR #KeyGroup #LeadTech #MortgageMam

Gemma discusses her new role at Pure, what that involves, as well as the support and tools Pure Retirement have available for Equity Release advisers to market their business.