AFSL – Self Licensing vs Licensee Services
In this series we look to examine and compare the benefits of AFSL Self Licensing vs Licensee Services for Financial Planning practices.
In-Boarding Solutions for Financial Advisers
R2A provides guidance and business connections for In-Boarding Solutions for Financial Advisers. Why consider in-boarding? More time to spend with clients More time to spend with family and friends More time for your hobbies Stop doing all the things you hate Continue servicing your existing clients Engage with new clients and Focus just on being…
How aware are you of your leadership style?
When coaching is implemented on a financial planning practice level, the benefits are truly profound.
Financial Adviser Talent | March 2023
Financial Planning Industry professionals interviewed and qualified by R2A.
Here’s our latest ‘Financial Adviser” talent update for review.
Sole Financial Advisers Doing it Tough
The greatest supply side demand we experienced in 2022 were enquiries from sole Financial Advisers for administration support staff.
5 Tips for Recruiting Financial Planners
Twenty years of recruiting Financial Planners has taught me these crucial lessons for getting it right.
Financial Planning Talent Update
A snapshot of leading Financial Planning talent, advice industry professionals screened by R2A and ready for you to interview.
Tools & Resources – Advice Distribution
We have a few tools and resources in our kit bag that might be useful for you. Conversation starters, position descriptions and more.
Key Performance Indicators
Are KPI’s useful and how should you use them in your practice?
We take a quick look at the role of KPI’s in your HR strategy.
Grow your Financial Planning practice
What are the options for growth? We look at a variety of solutions to increase capacity to grow your financial planning practice.