BEHIND THE SCENES AT INFOCUS...

partnership

Hear directly from our Leadership team about how Infocus operates as an award winning AFSL.

Here's what we will cover...

- Who are the people behind Infocus?

- What technology do Infocus Advisers use?

- What compliance support does Infocus provide?

- What investment support does Infocus provide?

- What marketing support does Infocus provide?

- What's the culture like at Infocus?

- What's the transition process to Infocus?

- What do I do if I am interested in learning more?

WHY ARE WE DOING THIS?

This free no obligation webinar will give you an insight into what it's like to partner with Infocus.

With so much unrest and change in the financial advice industry at the moment there are a lot of financial advisers seeking a new licensee with whom to partner. It comes as no surprise that changing licensees is a significant business decision and one that involves a lot of work – one thing for sure is that making the right licensee choice can make or break your business – so don’t take the decision lightly.

REGISTER HERE FOR OUR WEBINAR AT 10AM ON WEDNESDAY 13TH MAY

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Once registered our team will send you the Zoom link the day before the webinar.

DEEP DIVE INTO THE KNITTY GRITTY...

Some of the topics we will be discussing in detail are as follows...

accountability

OUR PEOPLE

Infocus is 26 years strong (and counting) and has a national network of nearly 200 quality Advisers. Hear directly from our Founder and Managing Director Darren Steinhardt and our Executive General Manager Richard Herbst who will explain who owns Infocus, who are the people our Advisers have direct access to, what our teams are like and our overarching values. Click here to view our team
Infocus Our People
Products and Applications

OUR TECHNOLOGY

Built by Advisers for Advisers, find our what our fully integrated technology solution can do. We use it to manage our AFSL, and our clients use it to run successful financial planning businesses. This session will be lead by our Senior Manager Ben Beckton who will show you how to use Platformplus for digital client engagement and seamless advice generation.
Superannuation

COMPLIANCE SUPPORT

Infocus is known for our expert level of Compliance support, we even ran a national FASEA roadshow just to ensure our Advisers were up to speed with the latest legislation. Our Head of Compliance and Technical Services Craig Meldrum will run you through how our compliance team runs like a well oiled machine...
team

RESEARCH & INVESTMENT

Our Chief Investment Officer Jeff Mitchell will run you through what's on our APL, what platform and product options are available at Infocus, what model portfolios we use and also our non-approved product process. He will probably also give you a live market update, because that's just Jeff...
We will send the detailed agenda along with the Zoom link to all registered attendees one day prior to the webinar.

WHAT ARE YOU WAITING FOR...?
REGISTER HERE FOR OUR WEBINAR AT 10AM ON WEDNESDAY 13TH MAY

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INFOCUS, OUR SPIRIT





 

partnership
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Partner with Infocus and join a community of successful Financial Advisers. Enquire today to find out more.

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