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The IFS Trusted Advice Model has been designed to help experienced financial advisers establish and grow sustainable advice businesses while remaining focused on what matters most, delivering quality advice to clients. Supported by the IFS AFSL framework, the model combines licensing, compliance oversight, technology, training and operational support to help advisers build efficient and scalable practices. ‍

In this video, Trusted Advisers Paul and Linda share their personal experiences with the model and reflect on their different career journeys. Paul discusses his transition from a fund environment to operating his own advice business, while Linda shares her experience establishing a new practice and the factors that gave her the confidence to take that next step.

Together, they discuss the realities of building an advice business, the importance of having the right support framework in place, and the practical assistance they found most valuable throughout the setup and growth phases of their practices. Their insights provide a first-hand perspective on how the model works in practice and what advisers should consider when exploring different pathways for their businesses.

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