For financial advisers and practice leaders, it’s becoming clear that what worked in the past may no longer be enough for the future.
We offer frameworks for your firm, to give you confidence in the strategic decisions you're making – and help translate them into action.
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Set your firm up to thrive
Sherise Mercer, Head of the Macquarie Virtual Adviser Network and John Sullivan, Head of Client Development, Macquarie Virtual Adviser Network, share why you need a robust strategy in order to grow and how you can succeed in your role as a leader.
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This guide will give you the tools to make better leadership decisions and execute on them successfully.
Did you know only 1 in 12 companies move from being an average performer to a top-quintile performer over a ten-year period?1
Your role as a leader is to ensure your firm beats these odds.
This information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 and does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice.
1 Strategy to beat the odds, Chris Bradley, Martin Hirt, and Sven Smit, McKinsey Quarterly, February 2018