Friends and community matter to licensees

Friends and community matter to licensees

Transitioning licensees for HLB Wealth in Perth WA represented a 30-year departure from its previous licensee. But when its former licensee started to go quiet on HLB’s future beyond 2018, the practice took things into its own hands and began interviewing seven...
Making the right transition decision

Making the right transition decision

Cargill Financial was not alone in its journey to seek out the right licensee. It joined up with seven other practices from its former licensee and collaborated with them to find the right match. The outcome was surprising. Having been down the path 12 months earlier...
Lifting the lid on transition

Lifting the lid on transition

How long does transitioning to a new licensee take and what is involved? These are two of the most common questions from practices considering a move. An orderly and well-managed transition process should take approximately eight weeks, and while it is in the...
How to prepare your business for now

How to prepare your business for now

The proposed move to an annual requirement to opt-in clients and obtain their consent prior to charging fees are business transformational. Even if your advice business is already doing these things, ensuring the right processes and structures are in place to meet...