Macquarie VAN Build for the Future

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

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

Workshop 3 details to come. 

Workshop 4 details to come.

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. 

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

Coming soon.

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.