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The blueprint for the successful advice firm of the future

In a changing advice landscape, how can business principals build a sustainable, prosperous business for their clients, their teams and their leaders?

In this webinar series we’ll share insights from over 10 years of working with more than 100 of Australia’s most growth-focused advice firms.

We’ll interview business leaders and share frameworks your business can use to ensure leadership alignment and drive success. Join us and learn how to embed the foundations for growth and set your firm up for a sustainable, prosperous future.


WEBINAR THREE

Understand the benefits of scale and have a plan for sustainable growth

Live, Thursday 17 March 12pm – 1pm AEDT

Join us for our third growth-focused webinar, where Tom Reddacliff, CEO of Encore Advisory Group will explore how your firm can identify and focus on its competitive strengths and use the right partners and technology to deliver the rest to a high calibre.

In July, we kicked off our growth-focused webinar series, ‘The blueprint for the successful advice firm of the future’ by hearing from Macquarie’s John Sullivan and Elston’s Peter McVeigh on why your firm needs a robust strategy in order to grow. In the second webinar of the series, Dean Gilkison from Gilkison’s Group explored how we see the best firms building a strong and differentiated client experience, and what that commitment can mean for your firm’s sustainable growth.

In our final webinar of the series, Tom will discuss why one of the core pillars for successful, sustainable growth in your firm is to strengthen your operating model by acknowledging and focusing on your competitive strengths and using the right partners and technology to deliver the rest at its best. Tom will be joined by Anthony Lax, Client Development Manager, Macquarie’s Virtual Adviser Network, where they will identify opportunities and challenges in scaling your business as well as uncovering ways to drive greater adviser productivity and effectiveness.

Presented by

Anthony Lax

Client Development Manager,
Macquarie Virtual Adviser Network

Tom Reddacliff

Chief Executive Officer,
Encore Advisory Group


WEBINAR TWO

Delivering on your client promise: 5 steps to success – how exceptional CX delivers business growth

Live, Wednesday 3 November 12pm – 1pm AEDT

In this second webinar of the series, we’ll explore how we see the best firms building a strong and differentiated client experience, and what that commitment can mean for your firm’s sustainable growth.

Macquarie’s Bianca De Melo, NSW State Sales Manager, Wealth Solutions will discuss why one the core pillars for successful, sustainable growth is having a strong, differentiated value proposition and designing your offer and client experience around it in a way that makes you stand out from your competition.

Dean will share his experiences on how at Gilkison, they are providing core financial advice that is delivered with such a high level of client experience and consistency that it differentiates their firm from the rest. We’ll use the Gilkison story to walk through the ‘5 steps to delivering a consistently great client experience’ and unpack what your organisation needs to do to stand out in market and attract more of your ideal clients.


Presented by

Bianca De Melo

NSW State Sales Manager,
Wealth Solutions
Macquarie’s Banking and Financial Services division

Dean Gilkison CFP®

Financial Adviser,
Gilkison Group, WA


WEBINAR ONE – recording available

Hear from Macquarie’s John Sullivan, Head of Client Development, Macquarie Virtual Adviser Network and Peter McVeigh, Executive Chairman of Elston who will explore:

• Why your practice needs a robust strategy in order to grow
• How you can succeed in your role as a leader
• How its leadership team led Elston through a significant period of growth
• How Elston set its strategy and aligned its team behind it, and put the right capabilities and tools in place to maximise their success.

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