In this episode, Andy Marshall, Head of IOOF Alliances, and Tony Lynch, Chief Commercial Officer at FinClear, discuss why now is a great time to start an independent financial advisory.

They discuss:

• Why Australians are hungry for independent advice
• Important business planning elements
• Finding your niche
• Pit falls to avoid
• How to use technology to scale
• More

Andy references his books, Live Your Dream Life: Maximising Happiness and Balance and Client Engagement for Financial Advisors: A handbook for the modern wealth advice professional.

 

For more interesting conversations with smart people, head to finclear.com.au