Phillip Gillard: Focus Like a Laser on Your Clients
"Being a successful advisor is having a good relationship with your clients and building that trust," says the principal private wealth adviser at Shadforth Financial Group. "It's less about technical...
24 Huhti 202523min
Garth Hu: Advice From Barron’s No. 1 Australian Adviser
The Melbourne-based Morgan Stanley Wealth Management adviser, who has topped Barron’s adviser ranking for the past five years, discusses his background, entrepreneurial mindset, and how he invests on ...
31 Maalis 202522min
Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus
The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. Learn more about your ad c...
27 Tammi 202526min
Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees
The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/...
19 Joulu 202421min
Tom Meagher: The Power of Access, Collaboration, and Raw Honesty
The Barron’s-ranked partner at Sydney-based Escala Partners discusses what clients value most and makes the case for alternative assets. Host: Chris Freeman. Learn more about your ad choices. Visit m...
22 Marras 202423min
David Simon: Provide Clients Security, Confidence, and Peace of Mind
“If you can offer that then you will be successful as an adviser,” says the founder and principal advisor of Integral Private Wealth. Host: Chris Freeman. Learn more about your ad choices. Visit mega...
14 Loka 202424min
Paul Burgon: The Importance of Honesty, Accountability, and Tenacity
The managing partner and CIO of Sydney-based Lipman Burgon & Partners discusses company culture and why client satisfaction surveys help determine compensation for employees. Host: Chris Freeman. Le...
27 Syys 202424min
