9 June 2022
If you asked everyone in your firm to define your value proposition, could they? Would everyone in your firm have the same underlying purpose to their work?…
John Sullivan Associate Director - Head of Client Development, Van - Wealth Management at Macquarie Group
11 May 2022
Tips for keeping your CX compelling and competitive Clients are the heartbeat of any business, so understanding and responding to changes in their behaviours…
22 April 2022
Financial advisers moved quickly when the pandemic started, balancing the competing pressures of managing portfolios through a black swan event and responding…
