The Private Client Podcast
Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
The Private Client Podcast
Latest Episodes
E28: Private Client Insurance with Laura Davidson
In this episode, Laura Davidson shares her journey into the insurance industry, the evolution of private client insurance, and the importance of relationships and expertise in providing tailored insurance solutions. Discover insights into high ...
E27: Journey of a Private Wealth Solicitor with Stewart Campbell
In this episode of the Private Client Podcast, Charlie Chami speaks with Stewart Campbell, Private Client Solicitor at JMW Solicitors and host of the Manchester Private Client Network events. Stewart shares his journey into law, from studying l...
E26: Business Development for Lawyers with Leah Burrows
Unlock the secret to transforming law firm partners (or aspiring partners) and private client professionals into confident business developers — without feeling salesy or awkward. Leah Burrows, founder of BD Partner, r...
E25: Journey of a Private Client Solicitor with Rebecca Purchase
SummaryIn this episode of the Private Client Podcast, host Charlie Chami speaks with Rebecca Purchase, a partner in the Private Client team at RWK Goodman. They discuss Rebecca's journey into law, her experiences during her legal practi...
E24: Sales & High Net Worth Lending with Scott Clay
In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by hig...
