Wednesday, 16 September 2020Eylem Kamerakkas (Associate Director, Macquarie Investment Management Australia Limited) Peter McVeigh (Director, Elston Private Wealth)
How managed accounts can drive scale and sustainable growth
We've leveraged our experience working with over 100 of the industry's highest performing firms from across Australia to develop what we call our '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 Eylem Kamerakkas from Macquarie's Banking and Financial Services Group as she takes you through the drivers of success, and talks to Elston Executive Chairman Peter McVeigh about how Elston has leveraged these pillars within their own firm, and is using managed accounts to help other firms drive growth and success.