Finding the best of both worlds
It’s a big change when you quit your job as a Vice President at Merrill Lynch, and become a Practice Manager at a small financial planning firm. For Julia Schortinghuis, the transition was hugely enjoyable.
“I used to present at industry conferences on portfolio construction. Suddenly, I was working directly with clients, helping them to achieve their financial goals.”
The work was fresh and exciting, but Julia was very much aware that she could no longer draw on the expertise and powerful resources of a big financial institution.
She managed to find the best of both worlds when she started working in partnership with Macquarie in 2009.
“We’d had a connection with Macquarie from the beginning because many of our clients were already using their Cash Management Account. Then we started looking at their investment platform.”
A full-service investment platform was a key part of Julia’s growth strategy for the practice.