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Don't wear too many 'hats': ALCo

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Australian Broker | 07 Jul 2011, 02:00 AM Agree 0
Brokers who choose to add risk insurance and financial planning into their business are stretching themselves too thin, according to ALCo
  • Louis | 07 Jul 2011, 12:14 PM Agree 0
    Totally agree
  • JT | 07 Jul 2011, 12:36 PM Agree 0
    Agree totally there other diversification options that do not require the need for licensing and CPD requirements
  • Julian | 07 Jul 2011, 12:59 PM Agree 0
    Depends how you do it. The client buys the adviser, not the next person along the chain. Does anyone look after your client as well as you? In this market why trust somebody else with your precious resource - the client. Find a model that allows you to do what you do best (interact with your client) and offers a full back end support structure. Become the financial services "GP" not the jack of all trades master of none. Allow the back end specialists to assist you.. We have over 90 advisers currently working this model and adding more every week. It can and does work for the right brokers.
    Julian - Wealth Today
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