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Shape of advice
Building a successful advice practice
Nov 28, 2024
Craig Emanuel, Managing Partner at EWL, shares his extensive financial industry insights. He discusses the evolution of investment philosophies, highlighting a shift from Australian equities to diversified global strategies. The importance of behavioral finance in navigating a volatile economy is emphasized, along with lessons from high-profile client experiences. Emanuel delves into building a resilient advisory practice, focusing on client relationships and education, and addresses the trend toward outsourcing investment management and maintaining client trust.
32:53
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Quick takeaways
- Craig Emanuel emphasizes the importance of firm culture and employee education in building a successful advice practice that fosters client trust.
- The firm's commitment to guiding clients through market volatility showcases the necessity of long-term perspectives in financial decision-making.
Deep dives
The Journey to Establishing EWL
Craig Emanuel shares his professional journey from a small town to building a successful advice practice, EWL. Starting his career in chartered accounting, he found a passion for financial advice and eventually transitioned from large firms like UBS and Morgan Stanley to create EWL with trusted partners. The firm officially opened its doors four years ago, but Craig emphasizes that their business model is grounded in over 30 years of combined experience. EWL has successfully retained more than 160 family clients during this period, illustrating their strong emphasis on client relationships and firm culture.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode