Macquarie has leveraged its experience working with over 100 of the industry’s highest performing firms from across Australia to develop what they call their ‘blueprint for the successful advice firm of the future’.
The blueprint identifies the four key drivers of a successful advice firm – the things that differentiate growing, sustainable, prosperous businesses from their peers – and maps what firms need to achieve to deliver against each of these success drivers.
Join John Sullivan from Macquarie’s Banking and Financial Services Group as he takes you through the drivers of success, and talks to Pitcher Partners’ Partner (Wealth Management) Charlie Viola about how Pitcher Partners has focused on the client experience pillar in particular to drive engagement with clients throughout 2020.
Head of Client Development, Macquarie’s Banking and Financial Services Group
Partner, Pitcher Partners
CPD allocation – accreditation number: 22780
