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.
SMSF Conference Review
Fantastic conference in Melbourne hosted by the SMSF Association with a top tier array of presenters and learning about key themes in #SMSF23 and the advice sector. Really enjoyed the Quality of Advice Review panel discussion with Michelle Levy – Author, and Paul Barrett offering insights and foresight. Also thoroughly enjoyed the session delivered by…
5 Tips for Recruiting Financial Planners
Twenty years of recruiting Financial Planners has taught me these crucial lessons for getting it right.
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.