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Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity.
Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241112
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General Disclaimer – https://www.ensombl.com/disclaimer/
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