52 min

The blueprint for the successful advice firm of the future #2 Ensombl Advice Australia

    • Business News

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.
Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van
Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/van
Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/
Encore Advisory Group: https://www.encoreadvisorygroup.com.au/
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/

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.
Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van
Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/van
Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/
Encore Advisory Group: https://www.encoreadvisorygroup.com.au/
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/

52 min