• Barron's Australia

  • By: Barron's
  • Podcast

Barron's Australia

By: Barron's
Listen for free

  • Summary

  • Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
    Copyright © Dow Jones & Company, Inc. All rights reserved.
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Episodes
  • 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
Economics Personal Finance
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