Barron's Australia

By Barron's

Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.... more

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FAQs about Barron's Australia:

How many episodes does Barron's Australia have?

The podcast currently has 29 episodes available.

Barron's Australia episodes:

April 24, 2025 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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24min
March 31, 2025 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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23min
January 27, 2025 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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27min
December 19, 2024 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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22min
November 22, 2024 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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24min
October 14, 2024 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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25min
September 27, 2024 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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25min
August 27, 2024 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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25min
July 19, 2024 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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27min
June 14, 2024 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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19min

FAQs about Barron's Australia:

How many episodes does Barron's Australia have?

The podcast currently has 29 episodes available.