Episodios

  • Scott Carmichael: Advocating for Industry Professionalism

    Scott Carmichael: Advocating for Industry Professionalism
    Dec 26 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
  • Chris Smith: The Importance of Conviction and Trust

    Chris Smith: The Importance of Conviction and Trust
    Nov 25 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 m
  • Hamish Harvey: The Art of Serving Clients

    Hamish Harvey: The Art of Serving Clients
    Oct 28 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 m
  • Trading Law for Wealth Management, Will Kenny Follows His Passion

    Trading Law for Wealth Management, Will Kenny Follows His Passion
    Sep 29 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
  • Simon Duckett: Advisers Should Avoid Needless Complexity

    Simon Duckett: Advisers Should Avoid Needless Complexity
    Aug 27 2025
    "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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 m
  • Richard Felice: How to Serve—and Keep—Multigenerational Clients

    Richard Felice: How to Serve—and Keep—Multigenerational Clients
    Jul 28 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 m
  • Trent Doughty: Experience Matters

    Trent Doughty: Experience Matters
    Jun 23 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Hugh Robertson: Demand for Financial Advice Will Only Grow

    Hugh Robertson: Demand for Financial Advice Will Only Grow
    May 12 2025
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
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