From Employed Adviser to Self-Employed Owner: The Leap Done Properly

Moving from employed adviser to self-employed owner can be one of the most rewarding decisions in an adviser's career, but only when approached with the right preparation. In this practical webinar, we'll explore the key considerations advisers should evaluate before making the move, including income planning, proposition development, client relationships, operational support, compliance, and mindset. Designed for advisers considering greater independence, this session will help attendees assess whether self-employment is the right next step and how to avoid the common mistakes many advisers make when transitioning. What You'll Learn: •Whether self-employment is right for your circumstances. •The foundations needed before making the leap. •What changes when you become responsible for your own business. •Practical steps to support a successful transition. Speakers: •Lewis Byford – Co-Founder, The Financial Planning Club •Lee Old – Co-Founder, Antony George •David O'Hara – Co-Founder, Corbel Partners •Paul Heath – Co-Founder, Corbel Partners