Episodes

  • Tom Meagher: The Power of Access, Collaboration, and Raw Honesty

    Tom Meagher: The Power of Access, Collaboration, and Raw Honesty
    Nov 22 2024
    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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    23 mins
  • David Simon: Provide Clients Security, Confidence, and Peace of Mind

    David Simon: Provide Clients Security, Confidence, and Peace of Mind
    Oct 14 2024
    “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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    24 mins
  • Paul Burgon: The Importance of Honesty, Accountability, and Tenacity

    Paul Burgon: The Importance of Honesty, Accountability, and Tenacity
    Sep 27 2024
    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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    24 mins
  • Simon Growden: Embracing Teams to Better Serve Clients

    Simon Growden: Embracing Teams to Better Serve Clients
    Aug 27 2024
    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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    25 mins
  • Luke Rathborne: Big Benefits in Being Small

    Luke Rathborne: Big Benefits in Being Small
    Jul 19 2024
    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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    26 mins
  • Grant Patterson: The Skills Advisers Need to Succeed Today

    Grant Patterson: The Skills Advisers Need to Succeed Today
    Jun 14 2024
    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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    19 mins
  • Glenn Calder: Culture, Commerciality, and Controls

    Glenn Calder: Culture, Commerciality, and Controls
    May 20 2024
    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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    23 mins
  • James Wortley: The Power of Video Advice and Having a Strategy Coach

    James Wortley: The Power of Video Advice and Having a Strategy Coach
    Apr 22 2024
    Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.
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    24 mins