Financial wellbeing, the advice gap, and fresh opportunities for IFAs
Thrive recently joined IFA Talk, hosted by Sue Whitbread and Matt Williams, to talk about something that is at the heart of what we do - making financial wellbeing more accessible.
In the episode, Alex Sumner, Chief of Staff at Blackfinch Group, shares how Thrive is helping to close the advice gap, support employers and their teams, whilst also creating new opportunities for financial advisers.
Listen to the episode below:
Here’s a snapshot of what was discussed...
1. The advice gap is still real - but change is happening
Alex, Sue and Matt discuss whether enough is being done to support those who can’t afford professional financial advice and highlight the role targeted FCA-backed initiatives like ‘targeted support’ can play in improving financial wellbeing.
2. Employers are ready to do more - they just need the right support
Employee financial health is increasingly in the spotlight. This conversation explores how employers can better support their workforce, as well as how this creates opportunities for advisers to add value to both businesses and their teams.
3. Thrive is opening new opportunities for advisers
Thrive isn’t just built for employers and their teams - it’s also a powerful tool for IFAs. helping you grow your client base, deepen relationships, and offer something genuinely different. With Thrive’s referral opportunities, there’s real earning potential too.
Whether you’re refining your 2026 strategy or just looking for new ways to support your corporate clients, this episode is full of practical ideas.
For financial advisers who would like to explore Thrive referral opportunities further:
