Startup Room

FIND MY LICENSEE

  • Find the right Licensee for your Business

  • Find the right Authorised Representative for your Business

  • Find the right Salaried Adviser for your Business

  • Find a buyer for your Business

  • Find ways to develop the Talent in your Business

Finding the right licence solution for your business is critical to business success, personal satisfaction and peace of mind. 

We will help you find the best solution for your business whether it is changing licensee or getting your own license. Making the wrong choice is like living in a bad marriage. 

 

In addition we can also source salaried planners and office staff for your business and we have access to leading global thinking preference instruments to build capability and performance of your people and teams

WHO IS FIND MY LICENSEE

Charles Smith set up Find My Licensee in August 2020, after 30 years in senior management positions in the Financial Services Industry. Over this period Charles has been responsible for numerous business acquisitions, held CEO and Director positions with several leading Australian Dealer Groups and recruited 100’s of Advisers into these dealer groups. 

Making the right Licensee choice and Adviser choice for your business is critical to your financial success and personal satisfaction. Managing your business is a full-time investment and changing Licensees and employing staff is extremely time consuming, distracting and unproductive.

 

I have seen the good, bad and ugly many times over in my 30 years in this industry. Let me apply my experience and learning and help you through these choices while you do what you do best, managing your business and looking after the best interests for your clients. I will facilitate your choice between self-licensed, moving licensee or staying put. If the decision is to move I will do all the negotiations on your behalf, this can be done with or without anonymity allowing you to concentrate on your business. I will also assist you when the time is right to find the best Adviser or staff member for your business.

CHARLES SMITH

CEO, Find My Licensee

 
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OUR SERVICES

Identify, negotiate and join the right licensee or

become self-licensed. 

FINDING THE RIGHT PLANNER OR SUPPORT STAFF

Finding the right salaried planner or support staff for your business

FINDING THE RIGHT BUYER FOR YOUR BUSINESS

Either through our internal data base or in conjunction with Practice Exchange and their cutting-edge priority business sale technology

TALENT DEVELOPMENT

Professional Development workshops to develop the financial planning excellence and teamwork within your business

 

FINDING THE RIGHT LICENSEE

Finding the right solution is critical.  There are many examples of businesses changing licensees without sufficient due diligence only to fine the new licensee is no better than the one they departed.

 

The first question is to fully understand the reasons why you are looking to leave your existing licensee and whether a self-licenced or supportive Dealer Group is your best option.

 

Find my Licensee can find the right Dealer to Dealer or Dealer Group option for your business. Using a balanced score card approach we will identify the strengths and weaknesses of your existing licensee and then identify the optimum criteria needed for your business going forward. We will match this information against our data base for Licensees and Dealer to Dealer options and provide a shortlist for consideration. From here we will represent your business and can do all of the negotiations on your behalf and work for you until your business has been successfully on-boarded with the new Dealer Group/Dealer to Dealer option.

 

From my experience changing Licensees can be a lengthy process of anything up to 2-4 months from the start of on-boarding.  It can be mentally exhausting and at times plain frustrating. We can absolve you from this experience leaving you free to concentrate on running your business and servicing your clients.

 

FINDING THE RIGHT PLANNER OR SUPPORT STAFF

We have access to data bases and recruitment tools such as SEEK and LinkedIn Sales Navigator  to recruit salaried planners and support staff and our Talent Development team can assess candidates for fit and capability using a suite of leading assessment tools.

TALENT DEVELOPMENT 

TAKE POSITIVE ACTION TO DEVELOP THE FINANCIAL PLANNING EXCELLENCE OF YOUR PRACTICE

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Sylvia Vorhauser-Smith has over 30 years experience in Talent development and assessment and as well as delivering professional development workshops for planning groups, Sylvia also assesses the fit and capability of new recruits sourced by Find My Licensee. Sylvia has a Masters of Science in Neuroleadership and a post Graduate Diploma of Psychology. 

 

Using the Hermann Brain Dominance Instrument (HBDI) for Financial Planning excellence, the Talent Development workshops use the whole brain thinking style tool to identify a persons approach to emotional, analytical, structural and strategic thinking preferences.

  • Better Team relationships deliver more productive teams

  • Better Client relationships deliver better business results

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WHAT SYLVIA'S FINANCIAL PLANNING CLIENTS ARE SAYING

"I thoroughly enjoyed the session that Sylvia hosted with our company, albeit there were moments which were confronting as you analyse yourself as well as how other people perceive you.

 

It was a very interesting and eye-opening exercise as we discovered the different personalities which makes up our team as a whole. I was pleasantly surprised and now have a better understanding and appreciation of what makes each staff member tick as well as how we utilise their strengths and manage through their weaknesses.

 

The realisation of the way we treat and value our clients was an extra benefit for the day.

 

I highly recommend anyone one in the business of dealing with people, organise a day with Sylvia as the results will far outweigh your investment."

Rob Pedersen - Matrix Norwest Financial Planning

 
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CONTACT US

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