xy+

Considering a change of licensee’s or going self-licensed is serious business!

Considering a change of licensee’s or going self-licensed is serious business!

Monique le Roux & Graham Burnard
Business Coaches
Monique le Roux & Graham Burnard
Business Coaches

Considering a change of licensee’s or going self-licensed is serious business!

A big thank you to Monique Le Roux and Graham Burnard from the Elixir Consulting team, who joined us live to open up the pandora’s box of what you need to consider when switching licensees, or looking to go self-licensed.

Here are a few nuggets of licensee gold I took away from this chat:

– You need to have a clear framework and process when the time comes to do your research and start shortlisting possible licensee choices.

– Get ultra-clear on your ‘non-negotiables’. This can mean the things you absolutely want in a licensee, as well as the things you absolutely do not want in a licensee. Once you’ve decided on your non-negotiables, you can decide on the luxuries or the ‘nice-to-haves’.

– Do not be afraid to ask the hard questions and make sure you get underneath the ‘bonet’ of the licensees you are considering. Talk to the licensee reps, talk to advisers in your network to get their experiences, talk to BDMs and others who can provide some commentary and also share their experiences. It all helps!

Monique Le Roux mentioned she wrote a comprehensive article on this topic, here’s the link to check it out for yourself.

If you would like to continue the conversation, you can reach out to Monique and Graham any time via the Elixir Consulting website.

3 months ago

|

Category:

A big thank you to Monique Le Roux and Graham Burnard from the Elixir Consulting team, who joined us live to open up the pandora’s box of what you need to consider when switching licensees, or looking to go self-licensed.

Here are a few nuggets of licensee gold I took away from this chat:

– You need to have a clear framework and process when the time comes to do your research and start shortlisting possible licensee choices.

– Get ultra-clear on your ‘non-negotiables’. This can mean the things you absolutely want in a licensee, as well as the things you absolutely do not want in a licensee. Once you’ve decided on your non-negotiables, you can decide on the luxuries or the ‘nice-to-haves’.

– Do not be afraid to ask the hard questions and make sure you get underneath the ‘bonet’ of the licensees you are considering. Talk to the licensee reps, talk to advisers in your network to get their experiences, talk to BDMs and others who can provide some commentary and also share their experiences. It all helps!

Monique Le Roux mentioned she wrote a comprehensive article on this topic, here’s the link to check it out for yourself.

If you would like to continue the conversation, you can reach out to Monique and Graham any time via the Elixir Consulting website.