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Top 15 questions to ask before joining a new licensee

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.

In this eBook you will learn:

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

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The key questions to ask any prospective licensee.

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

We hope that this list of questions, and our thoughts around each answer helps to improve your thinking on the subjects.

In this book you will discover:

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

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Top 15 questions to ask before joining a new licensee