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 strong differentiated proposition.

 

Workshop dates

State Date Time
NSW Tuesday July 27 8:15am AEST
QLD Wednesday July 21 8:15am AEST
WA Thursday July 1 8:15am AWST
VIC Tuesday August 3 8:15am AEST

Workshop 3

Workshop 3 details to come. 

Workshop 4

Workshop 4 details to come.

Tools & 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
Activity Book - Workshop 1 Download PDF

Workplace resources

Coming soon

Videos

VAN introduction

 

 

VAN Pre-work surveys

 

 

VAN Workbook one

 

 

VAN Propensity client survey

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. 

 

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. 

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.