Episodes

  • 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 mins
  • 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 mins
  • Luke Rathborne: Big Benefits in Being Small

    Luke Rathborne: Big Benefits in Being Small
    Jul 19 2024
    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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    26 mins
  • Grant Patterson: The Skills Advisers Need to Succeed Today

    Grant Patterson: The Skills Advisers Need to Succeed Today
    Jun 14 2024
    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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    19 mins
  • Glenn Calder: Culture, Commerciality, and Controls

    Glenn Calder: Culture, Commerciality, and Controls
    May 20 2024
    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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    23 mins
  • James Wortley: The Power of Video Advice and Having a Strategy Coach

    James Wortley: The Power of Video Advice and Having a Strategy Coach
    Apr 22 2024
    Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.
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    24 mins
  • Matt Koch: Four Decades of Wisdom Distilled

    Matt Koch: Four Decades of Wisdom Distilled
    Mar 22 2024
    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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    23 mins
  • Kevin Myeroff: How Financial Advisors Can Differentiate Themselves

    Kevin Myeroff: How Financial Advisors Can Differentiate Themselves
    Feb 26 2024
    “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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    20 mins