Blue Chip Journal’s Post

If you’re a financial adviser, financial planner, or work in the financial planning profession, this article is for you. We cannot agree more. Make sure you give this one a read.

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Showing financial planners how to make AI work in their practice | Making AI simple & useful | South Africa's friendly AI guide | Founder @ PROpulsion | CFP®

Are Independent Financial Advisers at a Crossroads? Independent financial advisers face unique challenges today. From growing regulatory demands to the pressures of running a small business, many are asking tough questions about their future. I’ve just published an article exploring the critical decisions IFAs need to make at this pivotal time. Whether you’re maintaining your independence, considering collaboration, or rethinking your long-term goals, the piece offers insights to help you navigate the journey ahead. In the article, I cover: 🔎 The realities of being an independent adviser in today’s landscape 🔎 The four main paths available to IFAs at this crossroads 🔎 Practical tips for building longevity and adapting to change If you’re a financial adviser, financial planner, or work in the financial planning profession, this article is for you. 🔗 Read the full article below I’d love to hear your thoughts. Are you facing similar challenges? What strategies are helping you adapt? Let’s start a conversation below! 👇

Are Independent Financial Advisers at a Crossroads?

Are Independent Financial Advisers at a Crossroads?

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