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…
Insights from industry leaders. Matthew Brown, Executive General Manager of Advice with Personal Financial Services
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.
How aware are you of your leadership style?
When coaching is implemented on a financial planning practice level, the benefits are truly profound.
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.
Does your Practice Manager add value?
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
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