by futuro | Apr 24, 2026 | latest news
“Succession planning is never considered too early, yet is often discussed too late,” according to Macquarie’s Financial Advice Benchmarking Report, which surveyed 312 advice firms. In reality, many businesses only begin thinking about succession when they are forced... 
by futuro | Mar 6, 2024 | latest news
One aspect we consistently highlight is the sense of community that comes with being a licensee. But what does that truly entail? This year, we celebrate the 25th anniversary of our AFSL journey, with community-building remaining a central focus for our advisers. Many... 
by futuro | Jul 4, 2022 | latest news
When considering a move of AFSL it’s important to understand the history of the Licensee and how they have operated during the many and varied market and regulatory changes that our industry has faced in the last couple of decades. It could be argued though that what... 
by futuro | Apr 21, 2022 | latest news
In our work with financial planners we have many conversations about the three “P’s” – People, Processes and Profit. These are our top 3 challenges for most financial planning business owners. (Note that financial planning issues do not make the top 3.) It is these... 
by futuro | Mar 1, 2022 | latest news
This is a story of the value in having a licensee who supports business owners in times when the going gets tough. Our business coach had a meeting with the owner of one of our financial planning firms who asked for some help. He was feeling quite flat about how his... 
by futuro | Jan 27, 2022 | latest news
When a sector such as financial planning goes through enormous amounts of change it is not unusual to see different levels of business performance. The results of financial advice businesses after the past 5 years also shows up a wide range of performance. As we...