Adviser Incubator

A springboard to success.

We know that getting started with your own business is an incredibly daunting and challenging time. There are many practical concerns, including corporate structure, financing, cashflow planning and juggling all the business hats you have to wear in the early days.

When starting a financial advice firm there are all the same challenges, but with a whole load more! Even for those with heaps of experience in financial services, it can be a huge step going it alone – but we’ve got your back…

Introducing our Adviser Incubator!

We’ve designed an initiative that supports:

Those who are newly authorised.

Those looking to set up a new advisory business.

Those looking to grow from being a 'one-person' firm.

By taking part in the Adviser Incubator, you will get:

A structured 12 or 7 week programme, including business consultancy and regulatory guidance.
Access to mentors who will help guide and challenge you through business and personal goals.
Training delivered by subject matter experts on a wide range of topics.
On demand learning resources.

A supportive community.
Physical desk space to use a few days per week (depending on location).
Some administrative support from our We Are Change students who are using the space to kickstart their own careers in finance.
And the best part? It’s completely free of charge!

Explore the areas below to find out more...

Structure
Duration
Example Programme
Commitment
Community

The structured programme will comprise a mix of the following type of events on a weekly basis

Community

Sessions designed to build the community so lots of discussion with candidates, sponsors and guests.

Workshop

Training and collaboration focussed on a particular subject, with work to go away and produce.

Group Session

An opportunity for the group to come together and discuss the work they have produced, receiving input and feedback.

We’ve created separate programmes to suit both those who are thinking of setting up their own business and those who have already taken the leap.

12-week ‘full’ programme:

The ‘full’ programme is designed for those who have decided to open their own business via direct authorisation or as an appointed representative. If you’ve already been authorised or if you’re in the process of obtaining authorisation and you’re confident you’ll receive the go ahead, this programme is for you! If you’re at the very start of your journey, then our ‘mini’ programme might be more suited, so read on…

7-week ‘mini’ programme:

The ‘mini’ programme is a safe space for those who are thinking of setting up their own business and want to know more about the options. It’s designed to give all the information and support needed to make a decision, without having to take the leap first!

An example 12 week programme of events is as follows:

Week 1

Welcome

Week 2

Business guidance

Week 3

Business planning

Week 4

Regulatory guidance

Week 5

Regulatory plans

Week 6

Tech 'n' tools

Week 7

Supporting smaller clients

Week 8

Building a proposition guidance

Week 9

Proposition plans

Week 10

Ask the community

Week 11

Trusting protection

Week 12

Bon Voyage

An example 7 week programme of events is as follows:

Week 1

Welcome

Week 2

Ask the expert

Week 3

Business guidance

Week 4

Business planning

Week 5

Direct authorisation

Week 6

Networks

Week 7: Bon Voyage!

In order to successfully complete the course, please ensure you can commit to the following:

Attend all scheduled sessions or watch recordings to keep pace.

Prepare for each session and ensure follow up work is completed in time for the next session.
Be open and honest with mentors, and ask questions… many, many questions!
Be engaged – integrate yourself within the community, seek help and support others.

We believe the key to success is having a supportive community around you. There will be many opportunities to become part of the community, including: