We look at 4 important questions to answer, to generate clarity around whether an AFSL might be the right path for you.
As a Practice Consultant working closely with self-licensees and fielding frequent calls from aspiring self-licensees, it is interesting to hear and read other’s comments about the challenges of managing your own AFSL.
The changing advice landscape In 2020, COVID-19 reshaped everything for financial advisers; from the way we do business to the financial landscape. The crisis has
Whether you’re an existing self-licenced AFSL looking to outsource some internal functions to an experienced, well-resourced partner, or you’re taking your first steps towards navigating
The path to becoming self-licensed is wide and varied for many advisory practices. Some have become disenfranchised with their group, or feel that there are too many obstacles in the way of providing efficient, quality financial advice.