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 31 episodes available.

Barron's Australia episodes:

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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18min
May 20, 2024 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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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
...more
23min
May 20, 2024 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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23min
April 22, 2024 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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23min
March 22, 2024 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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23min
February 26, 2024 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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20min
December 14, 2023 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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22min
November 22, 2023 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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21min
October 27, 2023 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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26min
September 22, 2023 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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18min

FAQs about Barron's Australia:

How many episodes does Barron's Australia have?

The podcast currently has 31 episodes available.