When first exploring financial advisory while in the tied agency, looking at so many product and services from many service providers, I was a bit overwhelmed.
I figured working with a group of advisers with different specialties and knowledge, it will be easier to manage the practice. With the intention to gather a few advisers from different teams to work together by each specializing in one or two areas, to form a specialist group of support, I noticed the idea does not go well with different leaders.
Thus, I decided to form and train a team of liked minded advisers who can share knowledge and ideas, with each of them well-versed in the area of interest.
after more than 10 years, we still keep the spirit of sharing through regular meetings and chat groups.
In the IFA environment, join a group of liked minded advisers will help you access more product and services to provide a comprehensive financial plans for your clients.
Let us connect if you are
looking for a change in your practice from tied agency to IFA.
seeking a second career in the financial industry.
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