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Showing 1 - 6 of 6 results for "Liz McCarthy"

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... marketing, creating a continuum of brand awareness, customer engagement, guidance, through to comprehensive advice. Liz McCarthy is becoming chief executive, MLC Expand. She will join the business on July 29, leaving behind her current role as chief ...

Lack of confidence impedes adviser referrals

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... according to Macquarie Practice Consulting. Yet lack of confidence and smart strategic marketing gets in the way, said Liz McCarthy, head of Macquarie Practice Consulting. "Many financial planners lack confidence to ask for a referral. It's a really ...

Macq fills gap in mid-tier planning consultancy

RUTH LIEW  |  MONDAY, 9 AUG 2010
... industry is caught in an environment that is switching from the traditional commissions-based model to fee-for-service. Liz McCarthy, head of the consulting firm, said some of the key issues that planners are facing include the expansion of their contacts ...

Back to basics key to planners successs

RUTH LIEW  |  WEDNESDAY, 23 JUN 2010
... that can link staff costs and performance back to their business success. Head of Macquarie Practice Consulting, Liz McCarthy, said that during the GFC many planning firms had to divert attention from the strategic aspects of running their business ...

Macquarie appoints Bridges exec

COMPANY RELEASE  |  WEDNESDAY, 17 FEB 2010
... three hour workshop on value proposition, to a 12-week program to make the firm sale-ready. The business is led by Liz McCarthy, who has more than 16 years experience in the financial services industry, along with Belinda Kerr, who has more than 15 years ...

Macq opens fin planning consultancy

MICHAEL HOBBS  |  TUESDAY, 26 MAY 2009
... services from a three-hour workshop on value proposition to a 12-week program on making a firm ready to be sold. Liz McCarthy, head of Macquarie Practice Consulting, and Belinda Kerr manage the division. The cost of the service will depend on the amount ...
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