Ex-Godfrey Pembroke boss outlines licensing blueprint : vima

Ex-Godfrey Pembroke boss outlines licensing blueprint


Practical, flexible compliance parameters, clear segmentation and a high level of transparency will be key tenets for licensees looking to thrive in the modern advice arena according to Alan Logan, the former general manager of MLC’s Godfrey Pembroke dealer group, which is now in the hands of IOOF.
In a research paper on licensee relationships to be published under the name of his consultancy firm Marcona Partners, Logan – who ran MLC’s flagship brand between 2015 and 2020 – outlines the challenges licensees face and what it will take for them to thrive in a fractured market.
Chief among these issues – the paper outlines 10 – is the need for licensees to take a pragmatic “partnering and coaching” approach to compliance, something Logan believes advisers are placing a premium on in the post-Royal Commission era.

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