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.


A peek at what’s inside...

Who owns my clients?

Can I build my own businesses’ brand?

Are you owned by a product manufacturer and do I need to sell your product?

Some of the issues covered in this eBook:

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

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