• Innovation insights for advice firms to scale

  • Apr 4 2024
  • Length: 50 mins
  • Podcast

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Innovation insights for advice firms to scale

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  • Summary

  • 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.
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