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How to Match a Licensee to Your Business

How to Match a Licensee to Your Business

In my role as Managing Director of a Financial Planning Licensee I have the pleasure of speaking with advisers who are considering their existing li...

Practice Owners – Now is the Time to Reach Out

Practice Owners – Now is the Time to Reach Out

If you started in this industry as many of us did in the 80’s and 90’s, you will have witnessed constant changes over the years. We have bee...

Support Structures for Financial Planners

Support Structures for Financial Planners

What is the optimum support structure for financial planners? This is a question that I am asked more and more often. In our current advice environ...