エピソード

  • Trent Doughty: Experience Matters

    Trent Doughty: Experience Matters
    2025/06/23
    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 分
  • Hugh Robertson: Demand for Financial Advice Will Only Grow

    Hugh Robertson: Demand for Financial Advice Will Only Grow
    2025/05/12
    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 分
  • Phillip Gillard: Focus Like a Laser on Your Clients

    Phillip Gillard: Focus Like a Laser on Your Clients
    2025/04/24
    "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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 分
  • Garth Hu: Advice From Barron’s No. 1 Australian Adviser

    Garth Hu: Advice From Barron’s No. 1 Australian Adviser
    2025/03/31
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 分
  • Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus

    Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus
    2025/01/27
    The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees

    Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees
    2024/12/19
    The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分
  • Tom Meagher: The Power of Access, Collaboration, and Raw Honesty

    Tom Meagher: The Power of Access, Collaboration, and Raw Honesty
    2024/11/22
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 分
  • David Simon: Provide Clients Security, Confidence, and Peace of Mind

    David Simon: Provide Clients Security, Confidence, and Peace of Mind
    2024/10/14
    “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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分