Demands on licensees have never been more pressing as advisers seek direction and leadership at a time when survival is not assured and reinvention is a must. Those who are stepping up to the challenge share their plans.

Speakers:

  • Angus Benbow, chief executive, Centrepoint Alliance
  • Lena Ridley, general manager, Profile Financial Services
  • Darren Whereat, chief advice officer, IOOF
  • Moderator: Matthew Smith, director, retail content, Conexus Financial

Take the QUIZ to earn your CPD points

Question 1
* Darren Whereat is general manager of advice at which licensee ownership group?
Question 2
* The preferred leadership style of Profile’s Lena Ridley is currently what?
Question 3
* IOOF has approximately advisers under its licensee group umbrella?
Question 4
* At Centrepoint Angus Benbow is trying to lead by doing what during the pandemic?
Question 5
* According to Darren Whereat, the biggest barrier to communication at IOOF was…?

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