Membership benefits

As a VAN member you're connected to personalised expertise, tools and solutions to help your practice thrive. 

Dedicated client engagement team

As a member of VAN you’ll benefit from a dedicated Client Development Manager, who’ll help you maximise your engagement and involvement in VAN. This includes connecting you with relevant Macquarie experts and VAN member principals according to your specific needs. 

Value proposition and culture

The VAN Client Strategy team will work with you to uncover your customer value proposition, build a positive and consistent client experience, and establish a meaningful, connected culture for your employees.

Growth navigator

Your dedicated Client Development Manager will collaborate with you throughout this program – encouraging you to challenge your thinking, set objectives, identify opportunities and implement business strategies to drive accountability and achieve growth targets.

Proprietary research projects

You’ll have access to proprietary research projects, including The Propensity Project client satisfaction survey, VAN Optimiser’s financial analysis, and AFS Benchmarking. You’ll gain insights that will guide the strategic direction of your practice. 

Member tools and resources

The VAN tools and resources hub hosts the information you need to continue to leverage learnings from your VAN experience. Browse presentations from past events, download proprietary research and access our member top tips and templates.

Radar

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Mindstar: Leading workplace wellbeing solutions

One of the key insights from the VAN keynote on mental health was the importance of providing wellbeing and mental health education for your people. If you would like to know how Mindstar can help your business achieve this – please click download PDF.

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Radar session summary: Mental Health – managing the risks as a business owner

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Radar session summary: Driving performance and retention through non-financial incentives

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Radar session summary: Cyber smart - protecting your business

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Radar session summary: Future-proof your business with a successful succession structure

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Radar session summary: Adviser remuneration: what’s next?

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Radar session summary: Personalising your proposition to build trust

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Radar session summary: How to lead under fire

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Radar session summary: 10 workplace hacks to improve productivity

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Keynote session summary: How to be happy and successful

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Keynote session summary: Trust: How to earn the trust of your employees and clients – every day

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Radar presentation: Driving performance and retention through non-financial incentives.

When it comes to driving performance, money isn’t everything. During this Q&A session Peter Kirk from Quill Group talked through how the implementation of non-financial incentives has changed their business and employee engagement.

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Radar presentation: Cyber smart - protecting your business

As business people, you need to be curious about security. Your employees are your first line of defence. This session explored how to make your employees cyber savvy and protect your business.

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Radar presentation: Future-proof your business with a successful succession structure

How do you separate ownership from employment? During this session John set out how to set up successful succession structures with multiple equity holders, at different career points, to allow for continual growth and profitability.

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Radar presentation: Adviser remuneration: what’s next?

Recommendations from the Sedgwick Report are changing the way staff are incentivised. This session provided business owners with deep insights into how to implement the changes required by the Hayne Royal Commission.

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Radar presentation: How to lead under fire

The true measure of leadership is how you perform in a crisis. During this session Luke shared his personal story of leadership and how to get yourself, your team and your clients through high pressure situations.

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Radar presentation: 10 workplace hacks to improve productivity

Human-centred workplace design is breaking the mould. During this session Anthony shared 10 affordable hacks to transform your workspace and improve employee engagement.

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Keynote: How to be happy and successful

Advisers play a huge role in the wellbeing of the community. It’s a high-stress role that sometimes requires you to handle distressing physical and mental situations. During this session Aaron showed us how to support your own wellbeing while also improving firm productivity, employee retention and customer loyalty.

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Satellite

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Satellite session summary: Keynote: Scaling while maintaining your DNA

During this keynote Steve showed us when and how to harness technology while retaining the key human capabilities that contribute value to your clients.

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Satellite session summary: Keynote: The Thankyou journey

Dan Flynn and his social enterprise, Thankyou™, broke every rule of marketing, took on the biggest brands in the world – and won. In this keynote we heard about this unconventional but stunningly successful business journey grounded in the ethical responsibilities of all companies to contribute to the community.

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Satellite session summary: Keynote: Challenging the status quo

Ray Itaoui turned a $21 million loss into a profitable company within a year, at a time when the board voted to close the company for a cost of $18 million. His most important rule is: “It’s all about the customer, always.”

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Satellite session summary: Creating scalable leaders

During this breakout session Luke showed us how to create an adaptive mindset to improve personal and organisational resilience.

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Satellite session summary: Strategic choices for growth

Deloitte showed us how to create a strategy for scale, including:

  • How to make strategic choices
  • When to deliver strategy through M&A
  • How to execute deals in the right way
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Satellite session summary: Ensuring your business is resilient to change

How do you handover a business to ensure its future success? During this session Dean Gilkison shared key insights on:

  • Diagnosing succession roadblocks
  • Developing role-based thinking; and
  • Typical succession roadblocks
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Satellite session summary: How to build a human-centred Target Operating Model

During this session we learnt how to use human-centred design techniques to enhance the client and employee experience, with a view to improving the quality of financial advice delivery.

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Satellite session summary: The meaning of value

This breakout session demonstrated how your staff can communicate more effectively with clients by understanding the emotional reaction to certain words.

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Benchmarking

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2018 AFS Benchmarking Report

The 2018 Macquarie Accounting and Financial Services Benchmarking Report uncovers the latest industry trends.

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Investment insights

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2021 Quarterly Investment call 1 Slide Deck Download PDF

Propensity

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VAN Propensity Project 

The Propensity Project is a survey of an adviser's end clients' advice experience. 

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Top tips

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Top tips: Creating a Brand Playbook

Top tips for creating a brand playbook to communicate details about your brand.

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Top tips: Change Management

Top tips for effective change management.

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Top tips: Bringing Your Competitive Positioning to Life

Top tips for bringing to life your competitive positioning across your whole firm.

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Videos

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Kirsty Robinson, Deloitte

During Satellite Kirsty shared what Deloitte are seeing as the top 3 enables for developing a successful flexible workplace culture.

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Karen Isley, Isley Associates International + Eli Glotzer, Macquarie’s Banking and Financial Service Group

Karen and Eli share how important cultural alignment is to a successful M&A transaction and that staging the integration from the very beginning is key.

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Michelle Gibbings, Change Meridian

Michelle reveals what the 3 key levers are that leaders need to consider when creating a culture to support effective decision making.

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John Day, Remuneration Strategies Group

John Day, Remuneration Strategies Group sharing his view on why as a business owner being ‘investor ready’ is a core part of a successful succession plan.

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Raagulan Pathy, Workplace by Facebook

Raagulan Pathy, Workplace by Facebook explaining that digital transformation is one of the key elements that businesses will need to thrive during future growth. The introduction of online collaborative platforms is helping SME businesses to connect, communicate and collaborate.

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Katie Moran, Macquarie’s Banking and Financial Service Group

Katie Moran, Macquarie’s Banking and Financial Service Group explaining the benefits of a flexible workplace and how it can transform your culture.

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Working sessions

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HR Working Group - Mental fitness

Mental Health is defined as “a state of well-being in which every individual realizes his or her own potential, can cope with the normal stresses of life, can work productively and fruitfully, and is able to make a contribution to her or his community”. During this session, Kate McKenna from Next Generation Performance shared some practical tools around how to create a ‘mentally fit’ environment for your staff to thrive.

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Change Management Fundamentals Session

In this session, Shan Chung from the VAN team shared some simple tools to help you and your staff understand, commit to and embrace change.

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Marketing Working Group - Creating and distributing content

In this session, Zeina Khodr of content agency Paper + Spark, shared ideas for efficiently generating content to meet the needs of your audience, and making sure you’re leveraging your content effectively across the most suitable channels.

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Marketing Working Group - Generating client referrals

In this session we looked at data on the power of generating client referrals for driving growth, and explored how to activate client referral generation in your firm.

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Q&A with Michael Kitces

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning industry blog Nerd’s Eye View.

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A birds eye shot of 3 business woman sitting at a small black round coffee table. Macquarie - Sherise Bianca

Contact the VAN team

Your membership to VAN gives you access to both a community of like-minded professionals and to the Macquarie team, who will draw on their diverse capabilities to connect you to the expertise, tools and solutions to assist you in making the most of your next opportunity.

Meet the VAN team

Additional information

This information is provided by the Macquarie Virtual Adviser Network (VAN). VAN’s services are provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502, a member of the Macquarie Group.

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.