March 2, 2022
The blueprint for the successful advice firm of the future #1
SERIES :
The blueprint for the successful advice firm of the future
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
Shan Chung LinkedIn
Macquarie Website
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