Twenty7tec has released the latest episode of its ELEVATE podcast series, featuring Wealthy Advisers Club founder Terry Blackburn discussing business growth, lead generation and the future role of advisers.

The episode focuses on the differences between advisers who maintain steady businesses and those building larger, scalable firms, drawing on Blackburn’s experience in financial services over almost two decades.

A key theme throughout the discussion is lead generation, with Blackburn arguing that many advisers place too much emphasis on qualifications, systems and processes while failing to prioritise the consistent acquisition of new clients.

The podcast also examines the protection gap and the importance of embedding protection advice more effectively within the wider customer journey.

Blackburn discusses how advisers can improve client retention and increase product density by focusing on long-term relationships rather than treating advice as a one-off transaction.

The conversation also turns to technology and artificial intelligence, with Blackburn suggesting AI is likely to play a growing role in more straightforward mortgage cases.

However, he argues advisers will continue to add value through trusted relationships, specialist advice and support for clients with more complex financial needs.

The episode also highlights the growth of the Wealthy Advisers Club, which Blackburn said now has more than 2,000 financial services professionals as members.

Terry Blackburn, founder of Wealthy Advisers Club, said: “With over 2,000 members now in the Wealthy Advisers Club, it’s clear that more and more advisers are serious about the growth of their businesses and are willing to seek outside support to make that happen.

“As I say in this podcast, advisers should focus on generating opportunities, continue learning from others and invest time in building relationships that create long-term value for both clients and businesses.”