Simon Growden: Embracing Teams to Better Serve Clients
The Perth-based private client adviser at Shadforth Financial Group discusses the benefits of teaming and the importance of trust in establishing lasting client relationships. Host: Chris Freeman. Le...
27 Elo 202424min
Luke Rathborne: Big Benefits in Being Small
The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host:...
19 Heinä 202426min
Grant Patterson: The Skills Advisers Need to Succeed Today
The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman. Learn m...
14 Kesä 202418min
Glenn Calder: Culture, Commerciality, and Controls
The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Touko 202423min
James Wortley: The Power of Video Advice and Having a Strategy Coach
Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Huhti 202423min
Matt Koch: Four Decades of Wisdom Distilled
The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman. Learn more about your ad choices. Vis...
22 Maalis 202423min
Kevin Myeroff: How Financial Advisors Can Differentiate Themselves
“The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman. Learn more about your ...
26 Helmi 202419min
Charlie Viola: The Importance of Being Responsive to Clients
"The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman. Learn more about your ad choices. V...
14 Joulu 202322min
