WHAT’S YOUR PATH?
Should you join licensee or self-license? How to choose in the new age of advice
There's no one size fits all when it comes to financial advice business models. For some, having the extra freedom, control and responsibility of self-licensing will suit, while for others, it’s important to be able to access the scale, efficiencies and expertise of an existing licensee.
That’s why we’ve created this report. It’s for business owners who are currently grappling with the question of which direction to take their business.
Uncover the advantages and downsides of self-licensing versus joining a licensee, and read about how one financial advice firm chose the business model to suite them.
You will also be introduced to the Rekon Group's DECIDEtm model for making complex decisions. Managing Director, and former SAS Squadron Commander, Peter Winnall introduces this 6-step framework, and explains how it can be used to successfully cut through the noise and make better quality decisions for you and your business.