Don't Blow up Your Client's Money with Charlie Viola | Viola Private Wealth скачать в хорошем качестве

Don't Blow up Your Client's Money with Charlie Viola | Viola Private Wealth

Basis Points has launched! And what a big episode to kick off with. Today we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola. In a wide-ranging conversation, we speak to Charlie about: Going out on his own and launching Viola Private Wealth His foundational principles of portfolio construction Best practice for educating clients and bringing them on the journey How the Viola team assess emerging asset classes 00:00 Introduction to Basis Points 1:28 Meet Charlie Viola 3:00 Charlie's Journey into Financial Advice 6:02 The Changing Landscape of Financial Advice 9:36 The Demand for Financial Advisers 13:12 The Rise of Private Wealth Firms 16:52 Principles of Portfolio Construction 19:40 Tailoring Investments to Client Needs 23:00 The Importance of Diversification 26:24 Long-Term Wealth Management Strategies 30:10 Handling Client Expectations and Market Volatility 34:20 Reviewing Portfolios and Investment Decisions 38:45 Exploring Emerging Asset Classes 42:30 Closing Thoughts and Final Advice ——— CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). To claim your points, complete the CPD Quiz and we'll send you your certificate. https://equitymates.com/episode/episo... ——— Want more Basis Points? Sign up to the Basis Points Newsletter here: https://basispoints.beehiiv.com/subsc... Follow Basis Points on LinkedIn:   / basis-points-by-equity-mates   Have a question? Send us a message on our website (https://equitymates.com/get-in-touch/) ——— Basis Points would not be possible without the support of our three launch partners: Orbis - Invest differently Milford Asset Management - Invested in the outcome CBOE - local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.