How a self-licensed practice evolves as they grow

How a self-licensed practice evolves as they grow

Murray Swilks, Director, Civitas Services, interviews Ron McCumstie about his lengthy experience as a self-licensed practice and the rewards and challenges they’ve experienced as they evolve. As we continue to look at self-licensed advice practices, Murray interviews...
One Advice Practice’s Road to Self-Licensing

One Advice Practice’s Road to Self-Licensing

Murray Swilks from Civitas Services interviews Lindsay Garnock about his experience in managing the transition from a dealer group to their own AFSL. As we continue to dispel the myths around advice practices choosing the path to have their own AFSL, I recently had...