Post Tagged with: "CoreData Licensee of the Year"

Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success

Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success

In Part Two of a two-part series, New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part One here. Sometimes success comes down […]

by October 23, 2020 0 comments Industry, Licensees
‘Happy client, happy life’: how GPS Wealth took top honours

‘Happy client, happy life’: how GPS Wealth took top honours

It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]

by October 16, 2020 0 comments Advice, Advisers, Industry, Licensees
How one licensee has been pushed to find new boundaries amid COVID-19 disruption

How one licensee has been pushed to find new boundaries amid COVID-19 disruption

They say you should never let a good crisis go to waste, and the COVID-19 pandemic has handed financial advisers and licensees an opportunity to rethink how they interact with […]

by October 6, 2020 0 comments Advisers, Industry, Licensees
These are the best licensees in the land – as rated by advisers

These are the best licensees in the land – as rated by advisers

CoreData Research today announces the winners in its 2020 Licensee of the Year Awards, based on CoreData’s industry-standard Licensee Research and other research carried out by CoreData during the year. […]

by September 18, 2020 0 comments Advisers, Industry, Licensees, Research
Who will be the 2020 CoreData licensees of the year?

Who will be the 2020 CoreData licensees of the year?

On Friday this week CoreData Research will name the winners of the 2020 Licensee of the Year Awards. Today we announce the finalists in key award categories. These annual awards […]

by September 15, 2020 0 comments Advice, Advisers, Licensees
What advisers really think of their licensee

What advisers really think of their licensee

It doesn’t really matter where you work, or how much you love your job, sometimes it’s tempting to think about what it might be like to work somewhere else. The […]

by October 1, 2019 0 comments Advisers, Licensees, Research