Best practices in selecting a licensee, asset consultant or tech provider

Presented by Tom Reddacliff, Executive Chairman & Director at Encore Advisory Group

Date: 09 October 2020

View the associated slides


About this presentation

In the wake of a shifting licensee market and with major players entering and leaving the wealth management industry, advice firms are carefully considering their business partnerships.

In this webinar, hear from Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group, as he discusses:

  • Six megatrends shaping the industry
  • The four crucial conversations you need to have with any supplier
  • Key criteria for selecting a long term licensee partner or any solutions provider
  • How to fastrack yourself to a shortlist of suppliers
  • The likely outcomes of turbulence on the licensee market
  • The state of the current financial market environment and its implications on businesses



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