Why VAN?

VAN is a curated community of growth-focused financial advice business leaders. Connect with the expertise, tools and solutions you need to solve business challenges and drive growth.

As a committed partner to the financial advice industry in Australia, we think it's vital to support firms on their growth journey, and to work with them to deliver insights and embed practices that will position them for success.

Cameron Garrett Head of Wealth Solutions, Macquarie's Banking and Financial Services group

Insights

Stay ahead with expert insights and practical strategies, tailored for growth-focused financial advice businesses. 

Read the article—
Building value through Mergers and Acquisitions - Perspective on value creation

At face value, mergers and acquisitions are a fast and effective path to growth. To execute a successful merger or acquisition, you need a proven strategy, careful and extensive planning, and a host of trusted advisers to guide the process.

 

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Successful scaling: insights from Alteris Financial Group

After completing eight acquisitions in eight years, we spoke to Alteris Financial Group about the tools, technology and principles they rely on to successfully scale.
 
Team meeting in room through window
Team meeting in room through window

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Aspiring Higher - What Australian wealth management firms can learn from Aspiriant's growth model

A patient and intentional growth strategy has seen Aspiriant become one of the largest independent wealth management firms in the US. CEO and Co-Founder Rob Francais shares how his commitment to creating a national service partnership model has established the foundation for scalable, sustainable success.
 
Andrew Heaven
Andrew Heaven

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How to build an irresistible Employee Value Proposition

A strong employee value proposition is shown to increase employee commitment and decrease annual staff turnover.
 
Colleagues looking at monitor
Colleagues looking at monitor

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Tips for keeping your CX compelling and competitive

Clients are the heartbeat of any business, so understanding and responding to changes in their behaviours and expectations are critical to growth, retention and longevity. This is at the core of a strong customer experience (CX) framework, and there are tried-and-tested ways to help keep yours ahead of the curve.
 
Woman writing on whiteboard
Woman writing on whiteboard

Additional information

This information is provided by the Macquarie Virtual Adviser Network (VAN). VAN’s services are provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502, a member of the Macquarie Group.

It is provided for the use of financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.