Building a successful wealth management business takes more than financial knowledge. It requires discipline, resilience, strong systems, and the ability to back yourself when the stakes are high.
In this episode of Shooting the Breese, we sit down with Kieran Berry, founder of River X, a fast-growing financial advice and investment firm.
Kieran shares his journey from growing up in Western Sydney, building discipline through sport, and entering the finance world in a performance-driven environment. From selling stock market newsletters before the GFC to building a substantial client book in wealth management, Kieran explains how years of consistency, client focus and personal financial planning gave him the foundation to launch River X.
He also discusses the realities of building a business from the ground up, scaling quickly, hiring advisors, refining the team, and learning that quality matters more than quantity when it comes to growth.
The conversation explores the administrative burden in financial services, the importance of strong operational support, and how building an international team has helped River X give advisors more time to focus on clients.
Kieran also opens up about the role sport, family and charity play in his life, including his commitment to raising significant funds each year for meaningful causes.
For business owners, advisors and leaders looking to scale with discipline and purpose, this episode offers a valuable look at what it takes to build from zero and create something of your own.
Find out more about ASW here: https://aswhiteglobal.com/
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