Barron's Australia

Apr 22 2024 1
Barron's Australia Podcast artwork

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

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James Wortley: The Power of Video Advice and Having a Strategy Coach

Apr 22 2024 23 mins  
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

Mar 22 2024 23 mins  
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

Feb 26 2024 19 mins  
“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

Dec 14 2023 22 mins  
"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

Nov 22 2023 21 mins  
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

Oct 27 2023 26 mins  
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.

Matt Barthel: Explaining Barron's Adviser Rankings

Sep 22 2023 18 mins  
The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman.

Jack Otter: Barron's Big Ambitions to Help Australian Advisers

Aug 16 2023 22 mins  
The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman.