PANEL DISCUSSION: RUNNING YOUR OWN ADVICE BUSINESS
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Panel discussion
The breakaway adviser trend is growing, with more advisers going it alone. This panel will explore the considerations, the steps to take and the pitfalls to avoid, along with some personal stories from those who have taken the leap.
What you will takeaway from this session:
- Understand the financial and regulatory implications of starting your own firm, along with other considerations.
- Manage cash flow and operational costs in the early stages of your business.
- Discover ways to build a strong client base and maintain long-term relationships.
- Learn common pitfalls and how to avoid them from advisers who have gone it alone.
Speakers