Since the Royal Commission into the Financial Services Industry wrapped up in February 2019, 83% of Australians we surveyed between the ages of 40 and 55 now say it is ‘very important’ that their financial adviser is genuinely independent.
But how do you build a highly-profitable business as an independent adviser? How do you charge and collect fees? And what services should you offer?
Our new eCourse, to be released September 2019, will take you through the end-to-end process of building a highly-profitable business that leverages your new status and industry standing as an Independent Financial Adviser and Member of the Profession. The eCourse will address the following key topics, along with many others.
Choosing and implementing the best business model for your specific niche
Eliminating the dependence on product sales and developing your service portfolio
“What do I tell my clients?” – Retaining your existing clients while finding new opportunities
How to price your services as a true Independent
Standing out in the marketplace, communicating your value proposition
Value-added services you can offer as an Independent
Becoming an Associate Member of PIFA has its benefits.
PIFA is regularly in the media and actively raises public awareness of the benefits of independent financial advice through many channels including social media, print, radio and television. Our members benefit considerably from the “Find an Adviser” service on our website – it’s a great source of new business that’s exclusively available to Associate Members.
Interested in becoming a Member?
Register your details below and you’ll be among the first to get access to this exciting new membership and eCourse programme.
Daniel Brammall, President PIFA
About the Profession of Independent Financial Advisers (PIFA)
The Profession of Independent Financial Advisers guides Australians on how to find financial advisers who practice without incentive and without conflicts. It also educates and promotes the Gold Standard Of Independence™ for financial advisers in Australia
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