Make The Shift Thanks

How To Shift From A Commission Based Financial Services Practice To Becoming An Independent Advisor And Grow Your Business With Peace And Profitability.

The Royal Commission concluded in February last year into the misconduct of the Banking, Superannuation and Financial Services industry in Australia and remains fresh in everyone’s minds.

The results of the Royal Commission are set to have a significant impact on your financial planning business.

Watch this training to discover exactly how this Royal Commission will impact your business and the important next steps that you will need to take.

The transition to independent financial adviser raises many questions – please indicate below which questions apply to you and then hit ‘submit’ so that we can provide you with answers to your questions.

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The Transition To Independent Financial Advisor
- Does being an independent mean more work for less money?
- Do I have to have my own AFSL?
- Is the independent model viable – can I actually make money?
- What will I actually be doing if I’m divorced from product?
- How can I convince someone to pay me a fee when there’s no product involved?
- How do I charge for insurance advice?
- How do I price my service?
- What does my client engagement piece look like when I’m independent?
- What do I tell clients?
- How do I retrain my staff?
- What new processes and systems will I need to put in place?
- Is there a step by step process I can follow to transition my business to independent/recognised professional?
- What sort of time investment do I have to make, week to week?
- What’s the cost?
- What do I get at the end?

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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