Michelle Tate-Lovery, Unified Financial Services Pty Ltd
“Being part of a network of self- licensed advisers from around the country, not only provides a community of support but can truly challenge your thinking, stretching you to explore new concepts and gain efficiencies in your business.
The members of the Group are extremely smart and passionate operators, advocates for non-institutionalised financial advice for clients.
Whilst common values drive the Group, everyone has their own philosophy of advice and run very different business models given their diverse backgrounds and geographical region.
BFP… is a Group of advisers for advisers – the comradery is wonderful. Apart from the really helpful google group chain of conversation around hot financial industry topics, basically a call out to “I’ve had this experience, have you …and what did you do?” (to which there’s always a response) or sharing great resource material, the BFP runs an annual conference each year where everyone has the opportunity to learn from each other.
Another advantage is that you can access service providers to the financial industry at a discount.
If you are running your own self-licenced advice business and are wanting to connect with like-minded financial advisers who want to share and be engaged in conversation to find new ways to enhance your advice offering, you can’t go past being a member of the BFP…and be part of the future of financial advice”