In the financial advice sector, a competitive and compelling proposition focuses wholly on client needs, preferences and goals. We’ve developed five steps to help you develop a compelling client value proposition and, in doing so, create the foundation for sustainable growth.
Insights that help you demonstrate the value of advice to the client of the future
In celebration of International Women’s Day, we present an insightful piece from a selection of leading figures in the domestic and international investment community as they discuss their views on the post pandemic world.
How can you integrate sustainable investing into your advice offering?
Refresh your knowledge on the theory behind sustainable investing. These resources can help you, your business and your clients understand how to integrate sustainable investing into your investment strategy.
Insights for practice principals:
The business environment is constantly changing, we work every day to make it easier for you to stay ahead.
We listen to advisers and accountants for custom research, and then deliver with action-focused guidance.
16 May 2022
Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.