Stay close to the market with agile, easy access to adviser and broker insight via the Citrine Research Adviser Exchange Sounding Board.
what is the adviser exchange sounding board?
A community of advisers and brokers in the wealth, protection, and mortgage markets, ready to take part in research and support a closeness-led approach to understanding the market.
why did we launch it?
The market has consolidated and advisers are increasingly time-poor, making meaningful engagement harder and more costly. The Adviser Exchange was created to keep you close to advisers and brokers, providing agile access to a community ready to participate when you need it.
Ready access to closeness-led insight
Adviser Exchange gives you agile, in-depth input from advisers and brokers on initiatives such as new proposition development, communications testing, design sprints, or hackathons. Detailed profiling ensures you can quickly connect with the advisers who matter most for your project, keeping your engagement targeted and effective.
Intermediaries remain a pivotal distribution channel for life, pensions, investments, mortgages, and general insurance, and despite the rise of direct online sales, aggregators, and robo advice, the intermediary market continues to show resilience.
Yet the market has consolidated significantly in recent years — there are now around 4,500 firms employing roughly 35,000 advisers — and it remains fragmented, with smaller firms forming the majority.
This makes advisers and brokers increasingly harder to reach and engage in meaningful research. Our Adviser Exchange Sounding Board addresses this challenge, providing fast, agile, closeness-led access to the market that delivers actionable insight for our clients while benefiting the adviser and broker community.
Julie Irwin, Director
delivering the voice of the adviser
At Citrine Research, we have literally thousands of hours of experience staying close to advisers and brokers through in-depth research dialogue.
We speak the adviser and broker language We understand the pressures and challenges advisers face in their business We manage engagement carefully, keeping interactions meaningful and relationships strong
But don’t just take our word for it. This is what advisers say:
“It’s a valuable use of my time as it’s a constructive feedback mechanism to get my views heard by providers. The Adviser Exchange Panel is also an interesting and thought-provoking interview experience as it gives time and space to talk through market issues from a different perspective.” Alistair Norton, GHL Network Services Ltd
“I have been involved with a number of projects organised by the Citrine team and have always found them to be useful and constructive. It gives you an insight to developments within the market and also within the adviser community as on many occasions you get to hear the opinions of other IFAs. I would say that these projects have definitely improved my knowledge and I have enjoyed being involved. I have always found the team to be knowledgeable and professional.” Chris Loake, Westminster Wealth Management LLP
We offer flexible solutions to meet client challenges
