The blueprint for the successful advice firm of the future #1

Ensombl Advice Australia

English - March 01, 2022 12:00 - 42 minutes - 41.4 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #287 Gavin Glozier

Next Episode: #288 Fraser Jack

In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You’ll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise.

Delivering on your client promise: 5 steps to success - https://www.macquarie.com.au/client-experience

Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/advisers

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