All content for Barron's Australia is the property of Barron's and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
Richard Felice: How to Serve—and Keep—Multigenerational Clients
Barron's Australia
27 minutes
3 months ago
Richard Felice: How to Serve—and Keep—Multigenerational Clients
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
Barron's Australia
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
