We’re seeing more FAPs and advisers expand the range of advice they provide to better meet client needs and grow revenue. Many are surprised to learn this can often be done without changing their licence, simply by completing the relevant NZCFS Level 5 specialist strand. If you’ve been thinking about broadening your scope, now may be a good time to explore what’s involved.
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More advisers are expanding their scope. Should you be?
More advisers are expanding their scope. Should you be?