AFSL Licensee Checklist
AFSL Licensee Checklist for Financial Planning.
R2A provide a range of services to support advice practices review and select the optimum AFSL to achieve your goals:
- AFSL Consulting Service
- Comprehensive Checklists
- AFSL Shortlist to your needs
- Support & Guidance
Below is a detailed summary of current services available with an AFSL Licensee Checklist.
"Is your AFSL Licensee focussed on resolving your Pain Points?"
Our Research Highlights the Top 4 Pain Points for Advice Practices.
- Advice efficiencies is now a primary focus across the market. Licensees have developed and are now delivering services focussed on alleviating the time and resources taken to deliver advice
- Compliance is ever present. Licensees with sound management experience and ASIC relationships are taking a more pragmatic approach.
- Accessibility & responsiveness of AFSL Licensee Management. Client service has always been about listening and responding in a timely manner. Licensees are now conducting Net Promoter (NP) surveys to ensure 'Advisers" clients receive a timely and appropriate response from all members of the AFSL team, including management.
- People; the top four is rounded out by frustrations with attracting and retaining quality staff (hey, that's what R2A does so well!!)
Dugald Braithwaite
Principal | 25 Years Experience
Since 1998 Dugald has delivered Management Consulting Services to the Financial Planning Industry.
Experience extends to supporting local & international wealth management clients with executive search, strategy, board reporting and large scale project execution.
AFSL - Licensee Review Service
R2A provide a range of services to support advice practices review and select the optimum AFSL to achieve your goals:
- AFSL Consulting Service
- Comprehensive Checklists
- AFSL Shortlist to meet your needs
- Support & Guidance
