Lipman Burgon and Partners Managing Partner and CIO Paul Burgon has returned to Barron’s Australia podcast, sitting down with Chris Freeman to discuss the connection between culture, client trust, and investment outcomes.
Podcast highlights:
1. The role of investor behaviour: Investor behaviour is key to long-term returns. Paul highlights how a strong culture and open client communication instil greater confidence in portfolios and better decision-making during volatility.
2. The value of trust: Trust is at the heart of great advice. Paul reflects on the value of being there for clients during major life transitions, offering both financial guidance and support.
3. Culture at the core: A one-team approach leads to consistent, high-quality client service. Paul touches on how a strong internal culture leads to better outcomes and long-term, meaningful client relationships.
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