Leaving institutional employment
Be the adviser you've always wanted to be
In the current environment it is becoming common for high quality financial advisers to leave institutional employment and start their journey as a business owner. Whilst this may seem exciting, we appreciate it can also be extremely daunting. The Infocus team are here to support you no matter if you're a start up, an established business owner or simply looking for options that free you from institutional rules - if our culture and values align, we can help grow your advice business.
Register Here: Break free from institutional employment
Join the Infocus team live on Wednesday 2nd February at 11:00 - 11:30am (AEST) for a confidential online information session with key members of the Infocus leadership team.
Infocus is hosting a free, confidential and invite only online event specifically designed for ex- Commonwealth Bank advisers. This short and informative online session will be presented live by key members of the Infocus leadership team, who you have access to engage with directly both during and following the event to get all of your questions answered. Please click here to register your attendance.
We understand that unique position that you are in, and would like to provide you the opportunity to see what you can achieve when you break free of institutional employment, there are multiple options available to you and we encourage you to step back and consider what type of adviser you really want to be, and have the freedom to provide the type of advice to your valued clients that you are genuinely passionate about. Please note registration is required to attend this online event and your identity will remain anonymous to all attendees.
Hear from someone who's been in your position...
Our Managing Director Darren Steinhardt recently interviewed one of our valued Advisory Practice owners, Dan Pittard to get his raw and honest thoughts on what it was like to leave an institution and take the leap into self-employment.
Dan left a large institution just over two years ago, since then has created his own successful financial advisory business and already purchased an additional client book from within the Infocus network to further grow his business.
“I think the good side is when you step away from where you were, into an industry or working with people that are focused on exactly what you do, rather than a corporation that has so many different arms, you become the focal point for them. I get a lot more support than I ever have before”.
Click here or on the image to the left to download the full interview.
If you’d prefer to watch the interview via video, you can view the full video by clicking here.
Register Here: Break free from institutional employment
Join the Infocus team live on Wednesday 2nd February at 11:00 - 11:30am (AEST) for a confidential online information session with key members of the Infocus leadership team.
What you need to know about Infocus
Our values and culture set us apart and drive our partnership decisions.
As financial advisers, we recognise that we occupy a trusted position as the primary adviser for the financial lives of our clients, and therefore our partnerships must reflect this. We seek to partner with financial advisers whose approach to business resonates with ours.
We partner with advisers who place real value on: professionalism, business acumen, emotional intelligence, ambition and passion and a genuine commitment to making a positive difference to people's lives.
Public unlisted, privately owned company
Full spectrum licensee support services
A national network of ~ 200 Advisers
Integrated wealth technology solution