Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇳🇿NZ · Investing#553K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.5K to 5K🎙 Weekly cadence·29 episodes·Last published 2mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
3K to 10K🇳🇿100% - Active Followers
Loyal subscribers who consistently listen
1.2K to 4K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top
Mar 29, 2026
24m 07s
Andrew Dunbar: The Ingredients for a ‘100-Year Firm’
Jan 30, 2026
26m 13s
Scott Carmichael: Advocating for Industry Professionalism
Dec 26, 2025
23m 26s
Chris Smith: The Importance of Conviction and Trust
Nov 25, 2025
21m 40s
Hamish Harvey: The Art of Serving Clients
Oct 28, 2025
21m 46s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 3/29/26 | Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top | 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 | 24m 07s | ||||||
| 1/30/26 | Andrew Dunbar: The Ingredients for a ‘100-Year Firm’ | 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 | 26m 13s | ||||||
| 12/26/25 | Scott Carmichael: Advocating for Industry Professionalism | 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 | 23m 26s | ||||||
| 11/25/25 | Chris Smith: The Importance of Conviction and Trust | 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 | 21m 40s | ||||||
| 10/28/25 | Hamish Harvey: The Art of Serving Clients | 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 | 21m 46s | ||||||
| 9/29/25 | Trading Law for Wealth Management, Will Kenny Follows His Passion | 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 | 22m 32s | ||||||
| 8/27/25 | Simon Duckett: Advisers Should Avoid Needless Complexity | "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 | 15m 12s | ||||||
| 7/28/25 | 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 | 27m 06s | ||||||
| 6/23/25 | Trent Doughty: Experience Matters | 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 | 26m 04s | ||||||
| 5/12/25 | Hugh Robertson: Demand for Financial Advice Will Only Grow | 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 | 22m 57s | ||||||
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| 4/24/25 | Phillip Gillard: Focus Like a Laser on Your Clients | "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 | 23m 22s | ||||||
| 3/31/25 | Garth Hu: Advice From Barron’s No. 1 Australian Adviser | 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 | 22m 35s | ||||||
| 1/27/25 | Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus | 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 | 26m 18s | ||||||
| 12/19/24 | Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees | 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 | 21m 03s | ||||||
| 11/22/24 | Tom Meagher: The Power of Access, Collaboration, and Raw Honesty | 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 | 23m 29s | ||||||
| 10/14/24 | David Simon: Provide Clients Security, Confidence, and Peace of Mind | “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 | 24m 07s | ||||||
| 9/27/24 | Paul Burgon: The Importance of Honesty, Accountability, and Tenacity | 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 | 24m 08s | ||||||
| 8/27/24 | Simon Growden: Embracing Teams to Better Serve Clients | 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 | 24m 54s | ||||||
| 7/19/24 | Luke Rathborne: Big Benefits in Being Small | 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 | 26m 08s | ||||||
| 6/14/24 | Grant Patterson: The Skills Advisers Need to Succeed Today | 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 | 18m 32s | ||||||
| 5/20/24 | Glenn Calder: Culture, Commerciality, and Controls | 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 | 23m 09s | ||||||
| 4/22/24 | James Wortley: The Power of Video Advice and Having a Strategy Coach | 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 | 23m 36s | ||||||
| 3/22/24 | Matt Koch: Four Decades of Wisdom Distilled | 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 | 23m 05s | ||||||
| 2/26/24 | Kevin Myeroff: How Financial Advisors Can Differentiate Themselves | “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 | 19m 58s | ||||||
| 12/14/23 | Charlie Viola: The Importance of Being Responsive to Clients | "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 | 22m 22s | ||||||
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Chart Positions
2 placements across 1 market.
Chart Positions
2 placements across 1 market.