Monique le Roux & Graham Burnard – Considering a change of licensee’s or going self-licensed is serious business!
If you’re unsatisfied with your licensee at present, you’re not alone. Adviser Ratings research showed that 14.4% of advisers switched licensees in the year ending Q3 2020, and we’d suggest that the number of advisers contemplating a move is higher still.
Monique Le Roux & Graham Burnard will be joining us on the XY+ virtual stage to discuss the framework and considerations when looking to make a move to another licensee or if going the self-licensing pathway is the right one for you.
While fees and cost is a whole session on its own, as we’ve seen in recent XY discussions, Monique & Graham will be unpacking what forms part of a licensee offering, the big-ticket items to take into consideration and touching on both the tangible and intangibles that are so often forgotten.
See you there!