Matthew Brown is Executive General Manager of Advice at one of Australia’s leading financial advice licensee groups. We sat down to discuss the evolution of Licensee services and more.
When coaching is implemented on a financial planning practice level, the benefits are truly profound.
We have a few tools and resources in our kit bag that might be useful for you. Conversation starters, position descriptions and more.
Does your Licensee Practice Manager add real value? We take a look at how the role evolved and what you should reasonably expect from the relationship.
Adversity brings opportunity and there’s never been a more exciting time to be a Financial Planner in Australia to build and grow a Financial Planning business