এই পডকাস্টটি সম্বন্ধে 🔗
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
উপস্থাপক:
আপডেট ফ্রিকোয়েন্সি:
every 34 days
গড় অডিও দৈর্ঘ্য:
22 minutes
অতিথি সাক্ষাৎকার
ইংরেজি
মার্কিন যুক্তরাষ্ট্র
29 পর্ব
16 আগস্ট, 2023থেকে
episodic
সাম্প্রতিক এপিসোড 🔗
The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets under advice.
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অতীতের এপিসোডগুলি অনুসন্ধান করুন
Barron's Australia এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
পূর্ববর্তী এপিসোডসমূহ 🔗
Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.”
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The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: Chris Freeman.
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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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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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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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"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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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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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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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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দাবি পরিত্যাগ: এই পৃষ্ঠায় এম্বেড করা পডকাস্ট এবং আর্টওয়ার্ক Barron's থেকে এসেছে, যা এর মালিকের সম্পত্তি এবং Listen Notes, Inc দ্বারা অনুমোদিত বা অনুমোদিত নয়৷
পডকাস্ট সার্চ ইঞ্জিন
আপনি আমাদের ওয়েবসাইট ব্যবহার করতে পারেন3,828,915পডকাস্ট এবং196,510,876পর্বগুলি মানুষ, স্থান, বা বিষয় দ্বারা অনুসন্ধান করতে৷
জ্ঞানেই বিনিয়োগের সর্বোত্তম ফল মেলে, তাই আমি পডকাস্ট শুনি।
‐ Benjamin "Llamacorn" Franklin
অতীতের এপিসোডগুলি অনুসন্ধান করুন
Barron's Australia এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
এই পডকাস্টটি দাবি করুন
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পডকাস্ট ডেটাবেস আপ টু ডেট রাখতে সাহায্য করার জন্য আপনাকে ধন্যবাদ।
