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Top 15 questions to ask before joining a new licensee

PUBLISHED

2020-02-03

Content

This eBook has been written for those advisers considering which licensee to partner with and where to apply their professional skills. It outlines a wide range of questions to ask any prospective licensee and how to better think about the answers.

Licensing financial advisers is a complex business with many moving parts that all need to co-ordinate to first deliver quality financial advice that's good for clients, and provide a practical framework for financial advisers to run their businesses' efficiently and profitably.

Some of the issues covered in this eBook:

• Client ownership
• Brand ownership
• Lead generation
• Approved Product Lists
• Leaving a licensee
• Much more...

To claim your copy of this eBook, go to the Wealth Today website.

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