https://simplecast.com Barron's Australia Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally. Copyright © Dow Jones & Company, Inc. All rights reserved. en Sun, 29 Mar 2026 23:00:00 +0000 Thu, 16 Jul 2026 11:20:59 +0000 https://barrons-australia.simplecast.com Barron's Australia https://image.simplecastcdn.com/images/2c92a2cd-3a2f-45b3-921e-47761cbb22bf/a3db49d1-8f6a-40ed-be04-0c442c838313/3000x3000/im_835938.png?aid=rss_feed https://barrons-australia.simplecast.com episodic Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally. Barron's false https://feeds.simplecast.com/_gE9XRnO Barron's podcasts@dowjones.com 0e7f21d8-2bc3-11f1-b3f9-5754c33fbbe6 Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top 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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]]> Sun, 29 Mar 2026 23:00:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/mathew-cassidy-how-barrons-no-1-ranked-adviser-reached-the-top-_3VRHRVc 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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]]> Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top Barron's 00:23:22 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. 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. false full 29 9b9ee740-fdfd-11f0-86d6-f75cf6d6d8c3 Andrew Dunbar: The Ingredients for a ‘100-Year Firm’ 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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]]> Fri, 30 Jan 2026 16:55:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/andrew-dunbar-the-ingredients-for-a-100-year-firm-zlF4KieU 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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]]> Andrew Dunbar: The Ingredients for a ‘100-Year Firm’ Barron's 00:25:28 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.” 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.” false full 28 14cf6e3a-e280-11f0-a11a-538f8d158a1a Scott Carmichael: Advocating for Industry Professionalism 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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]]> Fri, 26 Dec 2025 17:23:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/scott-carmichael-advocating-for-industry-professionalism-sYsU6fx0 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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]]> Scott Carmichael: Advocating for Industry Professionalism Barron's 00:22:41 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. 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. false full 27 9edfd4a2-ca4d-11f0-9a35-77b39add64ec Chris Smith: The Importance of Conviction and Trust 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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]]> Tue, 25 Nov 2025 22:25:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/chris-smith-the-importance-of-conviction-and-trust-pFboxqGX 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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]]> Chris Smith: The Importance of Conviction and Trust Barron's 00:20:55 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. 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. false full 26 e743c59c-b449-11f0-8f1c-ef6b546cd7e4 Hamish Harvey: The Art of Serving Clients 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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]]> Tue, 28 Oct 2025 22:03:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/hamish-harvey-the-art-of-serving-clients-uLceuNs_ 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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]]> Hamish Harvey: The Art of Serving Clients Barron's 00:21:02 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. 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. false full 25 e2d40d02-9d45-11f0-a149-c76c36222d9c Trading Law for Wealth Management, Will Kenny Follows His Passion 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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]]> Mon, 29 Sep 2025 15:04:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/trading-law-for-wealth-management-will-kenny-follows-his-passion-JS8DZti8 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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]]> Trading Law for Wealth Management, Will Kenny Follows His Passion Barron's 00:21:47 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. 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. false full 24 c291f7cc-8376-11f0-8931-2b6548ed0663 Simon Duckett: Advisers Should Avoid Needless Complexity "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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]]> Wed, 27 Aug 2025 18:39:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/simon-duckett-advisers-should-avoid-needless-complexity-zamFEg4F "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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]]> Simon Duckett: Advisers Should Avoid Needless Complexity Barron's 00:14:27 "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 "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 false full 23 240ffe28-6bfc-11f0-9144-5bda8732267c Richard Felice: How to Serve—and Keep—Multigenerational Clients 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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]]> Mon, 28 Jul 2025 21:45:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/richard-felice-how-to-serveand-keepmultigenerational-clients-z3CjOSDW 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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]]> Richard Felice: How to Serve—and Keep—Multigenerational Clients Barron's 00:26:21 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. 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. false full 22 be2ab7c0-5043-11f0-b334-43a9c0665861 Trent Doughty: Experience Matters 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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]]> Mon, 23 Jun 2025 15:02:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/trent-doughty-experience-matters-YyEIoiSe 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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]]> Trent Doughty: Experience Matters Barron's 00:25:19 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. 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. false full 21 ac8b60a2-2f80-11f0-9bd1-fbdeedfbc751 Hugh Robertson: Demand for Financial Advice Will Only Grow 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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]]> Mon, 12 May 2025 22:30:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/hugh-robertson-demand-for-financial-advice-will-only-grow-IpOjrVMD 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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]]> Hugh Robertson: Demand for Financial Advice Will Only Grow Barron's 00:22:12 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. 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. false full 20 3f8565a4-2146-11f0-86ce-47d513ff1570 Phillip Gillard: Focus Like a Laser on Your Clients "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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]]> Thu, 24 Apr 2025 19:52:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/phillip-gillard-focus-like-a-laser-on-your-clients-rPzQAUiW "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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]]> Phillip Gillard: Focus Like a Laser on Your Clients Barron's 00:22:37 "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. "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. false full 19 1bb00d10-0e35-11f0-af46-574056714ba2 Garth Hu: Advice From Barron’s No. 1 Australian Adviser 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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]]> Mon, 31 Mar 2025 13:31:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/garth-hu-advice-from-barrons-no-1-australian-adviser-5xT6_PXL 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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]]> Garth Hu: Advice From Barron’s No. 1 Australian Adviser Barron's 00:21:50 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. 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. false full 18 ee75d538-dcc9-11ef-b68e-d78a1a040707 Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus 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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]]> Mon, 27 Jan 2025 16:11:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/peter-leggett-arrow-private-wealths-three-key-areas-of-focus-J5ZhaRwE 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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]]> Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus Barron's 00:25:33 The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. false full 17 8d790af4-be36-11ef-b1ed-17170e6ee265 Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees 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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]]> Thu, 19 Dec 2024 18:12:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/troy-theobald-how-rfs-advice-serves-pre-retirees-and-retirees-Yt3rrelu 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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]]> Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees Barron's 00:20:18 The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. false full 16 bb76654c-a913-11ef-9716-8b23f61f19ac Tom Meagher: The Power of Access, Collaboration, and Raw Honesty 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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]]> Fri, 22 Nov 2024 20:48:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/tom-meagher-the-power-of-access-collaboration-and-raw-honesty-o5dYpCkx 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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]]> Tom Meagher: The Power of Access, Collaboration, and Raw Honesty Barron's 00:22:44 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. 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. false full 15 b3feacea-8a3a-11ef-9f64-0f4c02ebf3ed David Simon: Provide Clients Security, Confidence, and Peace of Mind “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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]]> Mon, 14 Oct 2024 14:42:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/david-simon-provide-clients-security-confidence-and-peace-of-mind-nWR7X2R4 “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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]]> David Simon: Provide Clients Security, Confidence, and Peace of Mind Barron's 00:23:22 “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. “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. false full 14 af36a3e4-7cec-11ef-8d69-8f8d3421153d Paul Burgon: The Importance of Honesty, Accountability, and Tenacity 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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]]> Fri, 27 Sep 2024 16:18:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/paul-burgon-the-importance-of-honesty-accountability-and-tenacity-VMUUvFJu 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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]]> Paul Burgon: The Importance of Honesty, Accountability, and Tenacity Barron's 00:23:23 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.  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.  false full 13 c9333d28-6489-11ef-b990-5f921501cf7e Simon Growden: Embracing Teams to Better Serve Clients 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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]]> Tue, 27 Aug 2024 14:14:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/simon-growden-embracing-teams-to-better-serve-clients-LLT4P5hy 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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]]> Simon Growden: Embracing Teams to Better Serve Clients Barron's 00:24:09 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. 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. false full 12 158c0234-4565-11ef-bb03-ff04912d94e7 Luke Rathborne: Big Benefits in Being Small The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman.


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]]> Fri, 19 Jul 2024 00:23:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/luke-rathborne-big-benefits-in-being-small-Ra_fsdcE The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman.


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]]> Luke Rathborne: Big Benefits in Being Small Barron's 00:25:23 The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman. The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman. false full 11 158c0234-4565-11ef-bb03-ff04912d94e7 Luke Rathborne: Big Benefits in Being Small The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman.


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]]> Fri, 19 Jul 2024 00:23:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/luke-rathborne-big-benefits-in-being-small-RZDS44zn-73hclqvp The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman.


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]]> Luke Rathborne: Big Benefits in Being Small Barron's 00:25:23 The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman. The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman. false full 11 a1dd4a36-2a71-11ef-b6c9-ff3dad7f3bba Grant Patterson: The Skills Advisers Need to Succeed Today The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman.


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]]> Fri, 14 Jun 2024 17:06:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/grant-patterson-the-skills-advisers-need-to-succeed-today-QQKBscRK The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman.


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]]> Grant Patterson: The Skills Advisers Need to Succeed Today Barron's 00:17:47 The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman. The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman. false full 10 f000094c-16d5-11ef-a66f-f31c3a269fcd Glenn Calder: Culture, Commerciality, and Controls The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.


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]]> Mon, 20 May 2024 17:29:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/glenn-calder-culture-commerciality-and-controls-cHm4FJUZ-7WKHqo8X The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.


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]]> Glenn Calder: Culture, Commerciality, and Controls Barron's 00:22:24 The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. false full 9 f000094c-16d5-11ef-a66f-f31c3a269fcd Glenn Calder: Culture, Commerciality, and Controls The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.


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]]> Mon, 20 May 2024 17:29:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/glenn-calder-culture-commerciality-and-controls-XTouU4lQ The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.


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]]> Glenn Calder: Culture, Commerciality, and Controls Barron's 00:22:24 The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. false full 9 c7845c86-00df-11ef-bde8-53b65e9e3214 James Wortley: The Power of Video Advice and Having a Strategy Coach Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.  


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]]> Mon, 22 Apr 2024 19:33:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/james-wortley-the-power-of-video-advice-and-having-a-strategy-coach-CODbYcJO Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.  


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]]> James Wortley: The Power of Video Advice and Having a Strategy Coach Barron's 00:22:51 Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.   Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.   false full 8 ddc5049a-e84e-11ee-a391-e3102f6c8ab0 Matt Koch: Four Decades of Wisdom Distilled The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman. 


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]]> Fri, 22 Mar 2024 13:15:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/matt-koch-four-decades-of-wisdom-distilled-KXBhC0jC The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman. 


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]]> Matt Koch: Four Decades of Wisdom Distilled Barron's 00:22:20 The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.  The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.  false full 7 00f26f44-d4cb-11ee-8e20-27552d41a248 Kevin Myeroff: How Financial Advisors Can Differentiate Themselves “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman. 


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]]> Mon, 26 Feb 2024 16:39:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/kevin-myeroff-how-financial-advisors-can-differentiate-themselves-E7dllDi4 “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman. 


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]]> Kevin Myeroff: How Financial Advisors Can Differentiate Themselves Barron's 00:19:13 “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman.  “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman.  false full 6 fa9e4dc0-9ac3-11ee-a638-9b7b38fd7573 Charlie Viola: The Importance of Being Responsive to Clients "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman.


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]]> Thu, 14 Dec 2023 21:00:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/charlie-viola-the-importance-of-being-responsive-to-clients-LrpUMa0N "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman.


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]]> Charlie Viola: The Importance of Being Responsive to Clients Barron's 00:21:37 "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman. "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman. false full 5 6a36320e-895f-11ee-95f7-4ffcf7eabcf7 Renato Mota: How Advisers Can Help and Empower Clients Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman. 


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]]> Wed, 22 Nov 2023 17:44:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/renato-mota-how-advisers-can-help-and-empower-clients-rfyNF3DD Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman. 


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]]> Renato Mota: How Advisers Can Help and Empower Clients Barron's 00:20:24 Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman.  Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman.  false full 4 9ec791fc-74dd-11ee-a611-4395c7597e73 Grant Hackett: Lessons Learned in Sports Applied to the Business World The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman.


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]]> Fri, 27 Oct 2023 15:27:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/grant-hackett-lessons-learned-in-sports-applied-to-the-business-world-9e52U0_y The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman.


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]]> Grant Hackett: Lessons Learned in Sports Applied to the Business World Barron's 00:25:33 The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman. The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman. false full 3 aae11d9e-594b-11ee-8c8b-7b6007de96fb Matt Barthel: Explaining Barron's Adviser Rankings The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman.


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]]> Fri, 22 Sep 2023 13:23:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/matt-barthel-explaining-barrons-adviser-rankings-y_mImeal The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman.


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]]> Matt Barthel: Explaining Barron's Adviser Rankings Barron's 00:17:51 The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman. The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman. false full 2 2bf11e26-3cfe-11ee-8482-3fbe889163f2 Jack Otter: Barron's Big Ambitions to Help Australian Advisers The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman.



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]]> Wed, 16 Aug 2023 13:17:00 +0000 podcasts@dowjones.com (Barron's) https://barrons-australia.simplecast.com/episodes/jack-otter-barrons-big-ambitions-to-help-australian-advisers-ZKnanRdD The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman.



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]]> Jack Otter: Barron's Big Ambitions to Help Australian Advisers Barron's 00:22:14 The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman. The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman. false full 1