Blog Post

Growth

1 MIN READ

Thinking of self-licensing? Avoid these tech traps

Peter.Worn

Advisely Partner

10 months ago

If you're considering going down the self-licensed route, tech might not be the first thing you think about. Ignore it at your peril, though, because these common tech mistakes can have serious c...

Updated 10 months ago

Version 2.0

technology

Peter.Worn

Advisely Partner

Joined 05 November 2023

View Profile

Growth

There's a lot that goes into building an advice business that the client never sees. We do.

primrose.foster

Advisely Team

9 months ago

"Most bad tech decisions were avoidable". Great insights here Peter.Worn, on what not to do!

Clients love me – I think?

Losing clients is the lag indicator. What are the early warning signs?

Terry-Bell

2 months ago

254Views

2likes

0Comments

Mastering PI insurance when you're self-licensed

Mastering PI insurance for a self-licensed practice is a journey of diligence and meticulous planning, but with the right strategies it's definitely achievable.

jenny.brown

2 years ago

287Views

1like

0Comments

The king of wishful thinking

I've made a decision: 2025 will forevermore be known as the Year of Simple in financial advice.

alex.burke

11 months ago

370Views

4likes

1Comment

Big AFSL, small AFSL or DIY?

Like many small practices, we’ve been feeling the pinch of rising costs and over-regulation. And over the past year, I've been exploring various AFSL options.

mat.tenison3

2 years ago

273Views

1like

0Comments