The blueprint for the successful advice firm of the future #1

In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You'll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise. Delivering on your client promise: 5 steps to success - https://www.macquarie.com.au/client-experience Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/ Macquarie Website: https://www.macquarie.com.au/advisers Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Macquarie Disclaimer: https://www.xyadviser.com/macquarie_disclaimer General Disclaimer – https://www.xyadviser.com/disclaimer/