For many financial advisers, running their own AFSL is one of those significant milestones that shows they have arrived. Holding an AFSL can be so onerous and time-consuming that if you've gotten to the point where you are committing to having your own, it often means you've reached a certain level of success with your client base, you've clocked enough time in the industry to understand the ins and outs of your legal and operational obligations, and that you've achieved a certain level of success where you want more freedom to customise the client experience.

But there are things to be mindful of in your first year of being a self-licensed practice. In this issue, we help you explore the impact of making the shift, on your team, your systems and processes and your business.

Learn more in the article.