Barron's Australia
af Barron's
Seneste episode
Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top
Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top
Om denne podcast
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
Episoder
De nyeste 20 af 29 episoder
- Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top · 23 min. · Episode 29The 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…
- Andrew Dunbar: The Ingredients for a ‘100-Year Firm’ · 25 min. · Episode 28Apt 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…
- Scott Carmichael: Advocating for Industry Professionalism · 23 min. · Episode 27The 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…
- Chris Smith: The Importance of Conviction and Trust · 21 min. · Episode 26The 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…
- Hamish Harvey: The Art of Serving Clients · 21 min. · Episode 25The 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…
- Trading Law for Wealth Management, Will Kenny Follows His Passion · 22 min. · Episode 24The 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…
- Simon Duckett: Advisers Should Avoid Needless Complexity · 14 min. · Episode 23"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…
- Richard Felice: How to Serve—and Keep—Multigenerational Clients · 26 min. · Episode 22The 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.
- Trent Doughty: Experience Matters · 25 min. · Episode 21The 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.
- Hugh Robertson: Demand for Financial Advice Will Only Grow · 22 min. · Episode 20The 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.
- Phillip Gillard: Focus Like a Laser on Your Clients · 23 min. · Episode 19"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…
- Garth Hu: Advice From Barron’s No. 1 Australian Adviser · 22 min. · Episode 18The Melbourne-based Morgan Stanley Wealth Management adviser, who has topped Barron’s adviser ranking for the past five years, discusses his background, entrepreneurial mindset…
- Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus · 26 min. · Episode 17The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman.
- Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees · 20 min. · Episode 16The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman.
- Tom Meagher: The Power of Access, Collaboration, and Raw Honesty · 23 min. · Episode 15The Barron’s-ranked partner at Sydney-based Escala Partners discusses what clients value most and makes the case for alternative assets. Host: Chris Freeman.
- David Simon: Provide Clients Security, Confidence, and Peace of Mind · 23 min. · Episode 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.
- Paul Burgon: The Importance of Honesty, Accountability, and Tenacity · 23 min. · Episode 13The managing partner and CIO of Sydney-based Lipman Burgon & Partners discusses company culture and why client satisfaction surveys help determine compensation for employees…
- Simon Growden: Embracing Teams to Better Serve Clients · 24 min. · Episode 12The Perth-based private client adviser at Shadforth Financial Group discusses the benefits of teaming and the importance of trust in establishing lasting client relationships…
- Luke Rathborne: Big Benefits in Being Small · 25 min. · Episode 11The 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…
- Grant Patterson: The Skills Advisers Need to Succeed Today · 18 min. · Episode 10The 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…
