Episodios

  • Phillip Gillard: Focus Like a Laser on Your Clients

    Phillip Gillard: Focus Like a Laser on Your Clients
    Apr 24 2025
    "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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    23 m
  • Garth Hu: Advice From Barron’s No. 1 Australian Adviser

    Garth Hu: Advice From Barron’s No. 1 Australian Adviser
    Mar 31 2025
    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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    23 m
  • Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus

    Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus
    Jan 27 2025
    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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    26 m
  • Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees

    Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees
    Dec 19 2024
    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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    21 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m
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