Who we are
MARLOC is a unique Business Consultant for the financial planning industry. Formerly Shawz Consulting and established in 2012, principal Marissa Shaw identified that she was able to provide a very unique skill set, tailored to the financial planning industry in the form of seamless support.
With over 17 years’ experience working within the industry and more specially in management roles within financial planning practices. Marissa can identify strengths and weaknesses in-house and immediately identify business solutions without detailed training from Financial Advisors.
Increase business profits, achieve overall business efficiency and improve productivity.
inancial Advisors and dealer groups are offered high end, tailored strategies, support and solutions and in addition MARLOC can also facilitate and build strategic alliances with accountants and mortgage brokers to add value to your business.
By supporting client communication (new and existing) on behalf of advisors, MARLOC helps build, nourish and nurture the relationship between financial planners and their client base to ensure long term relationships.
Marissa’s knowledge and experience encompasses an extensive variety of financial planning business models, financial planning software, marketing and CRM solutions, culminating in a diverse range of skills, proven techniques which are specifically customised to focus on your business’ requirements.
Marissa works seamlessly within your practice and for your practice.
Marissa can visit your practice, review and discuss your current systems, your current processes, your business goals and your current challenges then tailor the right solution for your practice.
Want to discuss your requirements or see how MARLOC can help you?
Please contact marissa@marloc.co or call 0437 759 537 to set up a meeting.