Have you ever wondered what it takes to become a self-licensed financial planner?
Listen in to this week’s ifa podcast where Lifespan CEO Eugene Ardino and Lifespan Partnership’s Tony Mantineo explain some of the factors behind the increase in the number of advisers that are opting for self-licensing and the scale of the change, as well as how Lifespan works with advisers wanting to strike out on their own.
Highlights include the responsibilities and workload associated with running your own AFSL, how the trend of mergers and acquisitions within the advice industry impacts the move to self-licensing and the importance of community and networking for advisers.
