In this episode of the Socius Podcast, we dive into the story of Charlie Viola, Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. From his humble beginnings as a bank teller to overseeing over $2.5 billion in assets for high-net-worth clients, Charlie’s journey is one of ambition, resilience, and a relentless focus on what truly matters: the client.
Charlie shares the secret behind the success of Viola Private Wealth, of building trust through a client-first approach. He opens up about the exciting management buyout of Pitcher Partners’ Sydney wealth management business and how his team has created a unique system for acquiring and retaining clients through exceptional service.
Beyond business growth, Charlie is passionate about creating a culture of ownership within his company, where everyone has a stake in the outcome. If you're looking for insights on wealth management, the power of personal branding, or how trust can fuel business success, this episode is one you won’t want to miss.
Contact Charlie:
LinkedIn: https://www.linkedin.com/in/charlieviola/ https://www.linkedin.com/company/viola-private-wealth/ Viola Private Wealth: http://violaprivatewealth.com.au/
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Facebook: @thesociuspodcast / thesociuspodcast https://www.facebook.com/thesociuspodcast/
LinkedIn: @thesociuspodcast https://au.linkedin.com/company/the-socius-podcast
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Apple Podcasts: @thesociuspodcast https://podcasts.apple.com/au/podcast/the-socius-podcast/id1566473205
See omnystudio.com/listener for privacy information.
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