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Engine Room Podcast #55 - Charlie Viola
Manage episode 449592387 series 1398082
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
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
976 episoder
Manage episode 449592387 series 1398082
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
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
976 episoder
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