Now is the time to plan and we have built two success roadmaps to make this process simple- one for businesses and one for financial advisers.

The big picture: 3-year plan

2021-transition and Covid: This was the year I transitioned into the new advice regime and started operating under a FAP. I was busy with new and existing clients, but Covid fatigue put a dent in things.

2022- Productivity and compliance:  This is the year to upskill, become more efficient, embrace change, know I am compliant, and get to grips with how I demonstrate ‘good conduct’.

2023- Embracing the new normal: This is the year to perfect my craft as a professional financial adviser. I operate compliantly within my FAP rules and I become the best adviser I possibly can.

Download the full Adviser success roadmap for 2022 now