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
Renato Mota: How Advisers Can Help and Empower Clients
Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/ad...
22 Marras 202321min
Grant Hackett: Lessons Learned in Sports Applied to the Business World
The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman. Learn more about you...
27 Loka 202326min
Matt Barthel: Explaining Barron's Adviser Rankings
The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/a...
22 Syys 202318min
Jack Otter: Barron's Big Ambitions to Help Australian Advisers
The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. H...
16 Elo 202322min
