For financial advisers and practice leaders, it’s becoming clear that what worked in the past may no longer be enough for the future.
We offer frameworks for your firm, to give you confidence in the strategic decisions you're making – and help translate them into action.
Watch the video—
Set your firm up to thrive
Sherise Mercer, Head of the Macquarie Virtual Adviser Network and John Sullivan, Head of Client Development, Macquarie Virtual Adviser Network, share why you need a robust strategy in order to grow and how you can succeed in your role as a leader.
Did you know only 1 in 12 companies move from being an average performer to a top-quintile performer over a ten-year period?1
Your role as a leader is to ensure your firm beats these odds.
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1 Strategy to beat the odds, Chris Bradley, Martin Hirt, and Sven Smit, McKinsey Quarterly, February 2018