Current State, Future State: Licensee Transition and Transformation
Obituaries for the business model of financial advice licensees are written frequently but are arguably premature.
The role of the licensee has shifted, but what it will end up looking like is still far from certain. There’s no single “best” destination for this journey, and where it ends is up to each individual business.
What is clear, though, is that the evolution must be considered and deliberate, and executed in a way that best supports advisers.
This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms.
