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Show Notes
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Eugene Ardino, chief executive officer at Lifespan Financial Planning, and Tony Mantineo, head of Lifespan Partnership, to discuss the rise of self-licensed advisers. Mr Ardino and Mr Mantineo explain some of the factors behind the increase in the number of advisers that are opting for self-licensing and the scale of the change, as well as how Lifespan works with advisers wanting to strike out on their own.
Listen as they discuss:
- The responsibilities and workload associated with running your own AFSL.
- How the trend of mergers and acquisitions within the advice industry is impacting the move to self-licensing.
- The importance of community and networking for advisers.