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What will it take to thrive in a changing environment? By Macquarie Group
Archived series ("Inactive feed" status)
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This feed was archived on August 30, 2021 08:07 (
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Manage episode 215806866 series 2393404
Content provided by Rachel Staggs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rachel Staggs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sherise Mercer is the Division Director, Head of Macquarie Virtual Adviser Network at Macquarie Group, and today shares the insights from the recent Macquarie Accounting and Financial Services benchmarking report, “What will it take to thrive in a changing environment?” This report is based on an in-depth survey of 396 financial advice firms and uncovers the ways successful advice firms capitalize on the opportunities created changing market.
IN THIS EPISODE YOU’LL LEARN MORE ABOUT:
(1:34) – The Purpose of the Macquarie Accounting and Financial Services Benchmarking Report
(2:40) – What Makes High Performers Different
(5:06) – Where High Performing Firms Referrals are Coming From
(7:30) – How Successful Firms are Reaching out to Broader Markets
(9:30) – Coaching and Education as a Service for Financial Advice Firms
(10:53) – Profiling a Different Advisor to Attract Younger Clients
(12:10) – Five Tips for Remaining Relevant and Profitable Moving Forward
For Your Copy of the Report Head Over To:
https://www.macquarie.com/au/advisers/campaigns/accounting-financial-services-benchmarking
The post What will it take to thrive in a changing environment? By Macquarie Group appeared first on SRSCC.
24 episodes
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Archived series ("Inactive feed" status)
When?
This feed was archived on August 30, 2021 08:07 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 215806866 series 2393404
Content provided by Rachel Staggs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rachel Staggs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sherise Mercer is the Division Director, Head of Macquarie Virtual Adviser Network at Macquarie Group, and today shares the insights from the recent Macquarie Accounting and Financial Services benchmarking report, “What will it take to thrive in a changing environment?” This report is based on an in-depth survey of 396 financial advice firms and uncovers the ways successful advice firms capitalize on the opportunities created changing market.
IN THIS EPISODE YOU’LL LEARN MORE ABOUT:
(1:34) – The Purpose of the Macquarie Accounting and Financial Services Benchmarking Report
(2:40) – What Makes High Performers Different
(5:06) – Where High Performing Firms Referrals are Coming From
(7:30) – How Successful Firms are Reaching out to Broader Markets
(9:30) – Coaching and Education as a Service for Financial Advice Firms
(10:53) – Profiling a Different Advisor to Attract Younger Clients
(12:10) – Five Tips for Remaining Relevant and Profitable Moving Forward
For Your Copy of the Report Head Over To:
https://www.macquarie.com/au/advisers/campaigns/accounting-financial-services-benchmarking
The post What will it take to thrive in a changing environment? By Macquarie Group appeared first on SRSCC.
24 episodes
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Similar to Listen to the Experts
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Weekly ideas, insights, and tips on management from Harvard Business Review.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
Your online home for leadership lessons for both the church and the workplace.
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
