In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.
Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.
In this episode:
00:00 Introduction
01:05 Paul’s Career Journey
03:38 Growing to $3B AUM
06:40 Trust and Succession Model
08:23 Deep Client Relationships
09:38 Scaling Without Sacrificing Quality
12:23 Engaging Next Generation Clients
15:09 Real Client Challenges Today
17:20 Sudden Wealth Case Study
18:41 AI’s Impact on Advice
23:18 Oil Prices and Markets
📈 Stocks and ETFs Mentioned:
Goldman Sachs Group, Inc. (NYSE: GS)
National Australia Bank Limited (ASX: NAB)
Investec Group (JSE: INP)
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours
Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)
Complete the quiz here to claim your points.
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