8 episodes
Barron's Australia Barron's
-
- Business
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.