June 8, 2022
The blueprint for the successful advice firm of the future #2
SERIES :
The blueprint for the successful advice firm of the future
In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.
Macquarie VAN – Build for the Future program
Shan Chung LinkedIn
Macquarie Website
Tom Reddacliff LinkedIn
Encore Advisory Group
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