Start your own independent financial advisory practice
Released Tuesday, 13th October 2020
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Start your own independent financial advisory practice
Start your own independent financial advisory practice
Tuesday, 13th October 2020
Good episode? Give it some love!
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In this episode, Andy Marshall, Head of IOOF Alliances, and Tony Lynch, Chief Commercial Officer at FinClear, discuss why now is a great time to start an independent financial advisory.
They discuss:
- Why Australians are hungry for independent advice
- Important business planning elements
- Finding your niche
- Pit falls to avoid
- How to use technology to scale
- More
Andy references his books, Live Your Dream Life: Maximising Happiness and Balance and Client Engagement for Financial Advisors: A handbook for the modern wealth advice professional.
For more interesting conversations with smart people, head to finclear.com.au
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This podcast series is full of interesting conversations with technology and finance thought leaders. Join FinClear, the Australian financial services technology company, and industry thought leaders for discussions about what might happen next. For the latest information on financial services technology head to FinClear.com.auJoin Podchaser to...
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