Barron's Australia

The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets under advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.” Learn more about your ad choices. Visit megaphone.fm/adchoices

The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris Freeman Learn more about your ad choices. Visit megaphone.fm/adchoices

The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

The managing partner at Sydney-based Kelly + Partners Private Wealth discusses his career and how clients benefit from being served by an experienced team. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

The CEO of Centaur Financial Services predicts that the profession “is only going to rise” as people realize “that they need it and that there is value in it.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

"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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

“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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices

“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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

"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. Learn more about your ad choices. Visit megaphone.fm/adchoices