New Income Streams for IFAs
Public
4 members
Free
A new era in financial advice and financial planning has begun...
This group is for forward-thinking financial advice professionals who believe their expertise may be worth more than regulated advice alone.
We explore new income streams, new business models, the 'advice gap' and new opportunities emerging around consumer education, community, memberships, workshops, digital products, AI, courses, speaking, scalable expertise and modern adviser marketing.
This isn't about hype, overnight success or abandoning financial advice... It’s about exploring what the future of advice could look like for advisers who want:
✅more impact
✅more visibility
✅more freedom
✅more scalable income
✅and a business less dependent on time-for-money alone
Led by adviser business development coach, author and marketing consultant Philip Calvert, the group combines practical ideas, honest discussion and proven examples from inside the profession.
❤️ Because the future of advice may be bigger than many advisers realise.
skool.com/new-income-streams-for-ifas
Here Financial Planners & Financial Advice professionals explore new income streams, new models, consumer education and scalable opportunities.
Powered by