Welcome to the Macquarie VAN Build for the Future program. Over the next 18 months you’ll work with our experts and your peers to embed the foundations for growth and set your firm up for a sustainable, prosperous future.

This page will house all of the workshop content and workbooks along with some other resources we've created that can help you and your business thrive in a changing environment. 

4 success drivers of the advice firm of the future

Workshop 1

In workshop 1 we'll help you to:

  • develop a clear business vision
  • learn how to translate your business vision for your stakeholders
  • establish clear responsibility
  • match your strategy to your growth objectives. 

 

Workshop dates

State Date Time
QLD Thursday March 2 8:15am AEST
NSW Tuesday March 9 8:15am AEDT
WA Wednesday March 17 8:15am AWST
VIC Tuesday March 23 8:15am AEDT

Workshop 2

In workshop 2 we'll help you to:

  • Create a detailed definition of your ideal client and who you won’t serve.
  • Shape your client value proposition to delight and attract those clients you most want.
  • Recognise the untapped opportunities for referrals growth and develop a plan to capitalise on them.
  • Find opportunities to better cultivate a sustainably profitable client base with the right fees and services.
  • Share successes and pitfalls learned while executing M&A and understand the complete framework recommended by Macquarie.

 

Workshop dates

State Date Time
NSW Wednesday August 25 8:15am AEST
QLD Thursday August 19 8:15am AEST
WA Thursday August 5 8:15am AWST
VIC Thursday September 2 8:15am AEST

Workshop 3 (Coming soon)

Workshop 3 details to come. 

Workshop 4 (Coming soon)

Workshop 4 details to come.

Satellite

The 2021 Satellite conference will be held later this year.

We'll let you know when registration opens and update you with further details in the coming months. 

Member tools and resources

Along with the workshops, the VAN Build for the Future program offers you access to a range of tools and resources to help support you and your business in reaching your goals. 

FAQs & user guides

Document Link
Inner Circle FAQ Download PDF
Workplace Group - User guide & FAQ Download PDF
Propensity client survey FAQ's Download PDF

Workbooks

Document Link
Workshop 1 Slide deck Download PDF
Workbook 1 Download PDF
Workshop 1 Activity book Download PDF
Workshop 2 Prework Download PDF
Workshop 2 One-page plan Download PDF
Workshop 2 Activity book Download PDF
Workshop 2 Slide deck Download PDF

Workplace resources

Document Link
Growth culture webinar – Nikki Hobin Download PDF

Videos

VAN introduction

 

VAN Pre-work surveys

 

VAN Workbook one

 

 

VAN Propensity client survey

 

 

VAN Propensity dashboard instructions

 

 

Ideal client - Michael Hutton

 

 

Ideal client - Matt Torney

Podcasts

Coming soon.

Propensity

The Propensity Project is a survey of an adviser firm’s end clients. Through the project we aim to uncover the propensity for clients to stay with, recommend, and do more business with the firm.

We'll be running the survey again this year however in the meantime, you can access resources from the most recent report below, including the report of all the findings. 

 

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.