WHAT IS SOTAN?
Now in wave 7, State of the Advice Nation (SOTAN) is the UK’s best insight into the advice profession. It is a mandatory read for any business that wants to understand the advice profession, the challenges it faces and how best to engage with it.
In SOTAN you’ll get insight into:
- How firms are feeling. What kind of year has 2024 been for them? How do they feel about the current wave of regulation. What are their biggest challenges?
- Role-specific insight. What keeps business owners up at night? How do paraplanners define what they bring to the sector? How do new entrants to the profession feel?
- Practical insight into the choices firms make whether that be technology, providers or investment construction.
HOW DO I GET SOTAN?
There are two routes.
I’M PART OF THE PROFESSION
Then you should join over 1,600 of your peers on the lang cat panel of advice professionals. You’ll be joining new entrants to the profession, planners, operations directors, admin professionals, paraplanners and business owners. Every few weeks we run research projects and if you take part you get the full insight back. SOTAN is no exception. Join here.
I WORK FOR A PROVIDER AND NEED THE BEST INSIGHT YOU CAN GIVE ME
Then you need to get in touch with the insight team to learn how we can work together to support your business. We produce regular reports on the platform sector, regulatory framework, technology and much more.
We also offer Analyser, our research and due diligence tool that makes platform, DFM MPS and regulatory research painless. You should contact steven@thelangcat.co.uk to see how we can help.
