Chris Smith: The Importance of Conviction and Trust (00:21:40)
The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman.
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Hamish Harvey: The Art of Serving Clients (00:21:46)
The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman.
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Trading Law for Wealth Management, Will Kenny Follows His Passion (00:22:32)
The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman.
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Simon Duckett: Advisers Should Avoid Needless Complexity (00:15:12)
"Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris Freeman
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Richard Felice: How to Serve—and Keep—Multigenerational Clients (00:27:06)
The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman.
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Trent Doughty: Experience Matters (00:26:04)
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.
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Hugh Robertson: Demand for Financial Advice Will Only Grow (00:22:57)
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.
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Phillip Gillard: Focus Like a Laser on Your Clients (00:23:22)
"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 skills." Host: Chris Freeman.
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Garth Hu: Advice From Barron’s No. 1 Australian Adviser (00:22:35)
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 behalf of clients. Host: Chris Freeman.
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Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus (00:26:18)
The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman.
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Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees (00:21:03)
The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman.
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Tom Meagher: The Power of Access, Collaboration, and Raw Honesty (00:23:29)
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.
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David Simon: Provide Clients Security, Confidence, and Peace of Mind (00:24:07)
“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.
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Paul Burgon: The Importance of Honesty, Accountability, and Tenacity (00:24:08)
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.
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Simon Growden: Embracing Teams to Better Serve Clients (00:24:54)
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.
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Luke Rathborne: Big Benefits in Being Small (00:26:08)
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: Chris Freeman.
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Grant Patterson: The Skills Advisers Need to Succeed Today (00:18:32)
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.
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Glenn Calder: Culture, Commerciality, and Controls (00:23:09)
The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.
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James Wortley: The Power of Video Advice and Having a Strategy Coach (00:23:36)
Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.
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Matt Koch: Four Decades of Wisdom Distilled (00:23:05)
The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.
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Kevin Myeroff: How Financial Advisors Can Differentiate Themselves (00:19:58)
“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.
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Charlie Viola: The Importance of Being Responsive to Clients (00:22:22)
"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.
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Renato Mota: How Advisers Can Help and Empower Clients (00:21:09)
Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman.
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Grant Hackett: Lessons Learned in Sports Applied to the Business World (00:26:18)
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.
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Matt Barthel: Explaining Barron's Adviser Rankings (00:18:36)
The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman.
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