GIỚI THIỆU VỀ PODCAST NÀY 🔗
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
Người dẫn:
Tần suất cập nhật:
every 34 days
Độ dài âm thanh trung bình:
22 minutes
Phỏng vấn khách mời
Tiếng Anh
Hoa Kỳ
29 tập
kể từ Ngày 16 tháng 8 năm 2023
episodic
TẬP MỚI NHẤT 🔗
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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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Barron's Australia.
TẬP TRƯỚC 🔗
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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CÔNG CỤ TÌM KIẾM PODCAST
Bạn có thể sử dụng trang web của chúng tôi để tìm kiếm các podcast3,828,915và các tập196,510,876theo người, địa điểm hoặc chủ đề.
Đầu tư vào tri thức luôn mang lại lợi ích lớn nhất, vì vậy tôi nghe podcast.
‐ Benjamin "Llamacorn" Franklin
TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Barron's Australia.
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