))
Innovation insights for advice firms to scale
Manage episode 410582913 series 3420709
コンテンツは Momentum Media によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Momentum Media またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program.
Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial services and technology industries that advisers can easily implement in their own businesses.
Listen as they discuss:
- Innovation opportunities such as AI that Australian firms could adopt to scale and grow.
- Takeaways on the opportunities of intergenerational wealth transfer.
- What the advice firm of the future will look like
The Macquarie Virtual Adviser Network (VAN) is provided by Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (‘Macquarie’). This podcast does not take into account your objectives, financial situation or needs. You should consider if it is appropriate for you before making a decision, and obtain financial, legal and taxation advice.
115 つのエピソード
シェア
