Trent Doughty: Experience Matters
The managing partner at Sydney-based Kelly + Partners Private Wealth discusses his career and how clients benefit from being served by an experienced team. Host: Chris Freeman. Hosted by Simplecast, a...
23 Juni 202525min
Hugh Robertson: Demand for Financial Advice Will Only Grow
The CEO of Centaur Financial Services predicts that the profession “is only going to rise” as people realize “that they need it and that there is value in it.” Host: Chris Freeman. Hosted by Simplecas...
12 Maj 202522min
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 Apr 202522min
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 Mars 202521min
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. Hosted by Simplecast, an Ad...
27 Jan 202525min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adsw...
19 Dec 202420min
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. Hosted by Simplecast, an AdsWizz company. ...
22 Nov 202422min
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. Hosted by Simplecast, an AdsWizz company. See...
14 Okt 202423min
