River X

🚀 Unlock the Secrets Behind River X's Growth - Unpacking The River X Partnership Model for Private Wealth Advisors 🚀 After being invited to discuss River X's growth on some incredible podcasts and media channels, I'm excited to share how we have built a fast-growing wealth management practice in a consolidating industry experiencing a dearth of new entrants. On November 15th, 2024, at 10:00 AM AEST, join Julius Garofali and I as we delve into the journey of building River X from a start-up to a thriving network of 20 advisors – and still growing! What’s on the Agenda? 🗓 10:00 AM: Welcome & Introduction 🗓 10:05 AM: Understanding the River X Partnership Model: The Building Blocks of Our Wealth Management Solution & How we can elevate your business 🗓 10:20 AM: Discover Our Secrets: The Investment Solutions Our Clients and Advisors Love 🗓 10:50 AM: Q&A Session Why Attend? Gain insights on how to build and elevate your wealth management practice using the River X Partnership model, strategy and infrastructure. Learn the foundations of an award-winning wealth management approach that is designed to elevate your wealth management business. Explore exclusive investment solutions that resonate with our clients and advisors. Discover why financial advisors are choosing to partner with River X 🔒 Your privacy is paramount! Attendee lists are kept confidential – only you’ll know you’re attending, the audience will not be public! Don’t miss this chance to learn, connect, and gain exclusive insights that can drive your practice to new heights. Register now to secure your spot in this private training session! 👉 If you would like to check it out register your interest using the link below! https://lnkd.in/gwR6qtfs Looking forward to sharing our story and insights with you on November 15th! #WealthManagement #RiverX #FinancialAdvisors #ExclusiveEvent #Leadership #BusinessGrowth

With over 20 advisors joining River X in the last 18 months we are continuing to build our advisor team and national footprint. With the efficacy of our strategy now proven there has never been a better time to engage with us. If you would like to learn why our current group and several more have made the choice to move upstream to River X check out the link below.

Integrity is everything in wealth management. I'm deeply honored by Albert V.'s kind words and grateful for the trust my clients place in me. In an industry often dominated by numbers, I believe in the power of listening, understanding, and creating diverse, high-quality portfolios tailored to each client's unique goals. Albert’s words are a reminder of why I do what I do—helping people make smart financial decisions that resonate with their values and aspirations. If you’re looking for a trusted advisor with a client-focused approach, let’s connect.

Welcome to the latest episode of Upstream with River X hosted by Julius Garofali. You can access this episode on Spotify and YouTube: 🎙️: https://lnkd.in/gM6xxk-J 🎥: https://lnkd.in/gSWCUmzC In this special edition, we’re excited to be joined by Gregg Taylor, Hayley Evans, and Jordan Grives from the Salter Brothers Tech Fund. Gregg Taylor serves as Investment Director, Hayley Evans is on the Investment Committee, and Jordan is an Industry Specialist in Telecommunications. Together, they bring invaluable insights from their respective careers and share their thoughts on technology, entrepreneurship, and investment strategies. Throughout the episode, we explore: Jordan Grives' entrepreneurial journey, from selling his first company for $30M at age 27 to his success at Unitin Wireless. Hayley Evans’ path to becoming a leader in global investment funds and founding Women Making Waves. Gregg Taylor’s 25 years in the investment industry, including his role in shaping Salter Brothers' investment philosophy. We also delve into the macroeconomic environment and its impact on tech investments, discussing everything from interest rates and market highs to the current geopolitical landscape. Stay tuned as we finish with some quick-fire questions on life philosophies, favorite investment books, and more! Disclaimer: This podcast is intended for educational and entertainment purposes only. Nothing discussed should be considered financial advice. Please consult with a professional adviser before making any financial decisions. The views expressed are those of the individual guests and may not represent the opinions of River X.

Huge congratulations to Steve Anagnos and Cameron Duncan on their new income offering at MST Financial! 🎉 📈 Today I got the opportunity to catch up with friends and former colleagues Steve and Cam to learn about their new home. I have worked with Steve and Cam for many years and have enjoyed allocating capital to their income strategies, which has provided clients with great outcomes. On top of that Steve and Cam have provided my clients and I with access to high quality new issuance and facilitated our roll overs. Steve and Cam have always been a pleasure to work with. If you are looking for best in class income solutions it’s worth having a chat with the team. It’s incredible to see the team flourishing in their new roles and leading the way with industry-leading income security solutions. It’s a big win for MST Financial, they have picked up a wonderful group and I am very happy for Gerard Satur and co. I’m excited to hear about the innovative approaches they’re bringing to the investment community and look forward to collaborating with my good friends once again. Here’s to your continued success, Steve Anagnos and Cameron Duncan 🎉

🌼 Daffodil Day 2024 🌼 The River X team had the privilege of participating in the Daffodil Day fundraising efforts for the Cancer Council NSW at Martin Place today. It was great to stand alongside CEO Sarah Hosking PhD FAICD, Director of marketing and fundraising Naomi Watson and other dedicated executives, all united in the fight against cancer. Daffodil Day is more than just a symbol of hope—it’s a call to action. The Cancer Council’s tireless work in research, support, and prevention is truly inspiring, and we are proud to contribute to their mission. If you would like to contribute you can follow this link to visit the Cancer Council NSW website: https://lnkd.in/gTg_NS8Z Thank you to everyone who has supported this important cause. Together, we are making a difference and bringing us one step closer to a cancer-free future. Sean Dessaix Nicky Younger Alex Wang Kelly Gibbs Amber Wang Jake Fergusson #DaffodilDay2024 #CancerCouncil #RiverX #Charity #Community #MakingADifference

🔑 Top 5 Values for Entrepreneurial success & Scaling your business 📈 Starting a business can be one of the hardest and most rewarding things you will ever do. In my role I am very fortunate to be able to spend lots of time with successful people, Advisers, CEO’s, boards, HNW investors etc.. and every time I am with a successful person I try to get a grasp of the values that make them successful. I have found that, navigating the journey to build a successful business whether that be a book of clients or any new enterprise requires more than just a great idea. It demands a strong foundation of values and strategic milestones. Based on my experience I have put together a short list of the five most crucial values I think are key to build and scale a successful business: ✅ Resilience / Grit: Entrepreneurship is a rollercoaster ride. Resilience and Grit allow you to bounce back from setbacks and learn from failures. It’s about maintaining the drive and optimism even when the going gets tough. ✅ Adaptability: The business landscape is ever-changing. Being adaptable ensures you can pivot when necessary, embrace new challenges, and stay ahead of market trends. Flexibility is key to long-term success. ✅ Vision: A clear vision provides direction and purpose. It helps you set goals, align your team, and inspire others to join you on your journey. Your vision is the north star that guides your decisions and actions. ✅ Integrity: Building a business on honesty and strong ethical principles fosters trust with clients, partners, and your team. Integrity is the bedrock of a reputable and sustainable business. ✅ Passion: Passion fuels persistence and creativity. It drives you to innovate, solve problems, and continuously improve. Passionate entrepreneurs are often the ones who make the most significant impact. The financial planning and investment banking industry is filled with entrepreneurs, building client books and networks akin to a stand alone business along their career journey. We have been conducting quarterly adviser reviews and we are pleased to see our current team possess the above attributes. I have the privilege of sharing what has worked and more importantly what has not worked for me over the years I have been in financial services. When I joined the industry, I would attend investor events and hand out marketing materials with novelty piggy banks. This strategy yielded minimal results, but it was all part of the journey! Without the right team, culture, infrastructure and opportunities it can be a challenge to build a scalable book of clients. We are looking for more like-minded advisers to join River X reach out if you or someone in your network would benefit from a conversation with our team. You can access our latest openings here: https://lnkd.in/gKCfPU9H #Entrepreneurship #BusinessGrowth #Scaling #Leadership #StartupSuccess

🌟 River X Team Joins Sydney City2Surf to Support the Starlight Children's Foundation Australia! 🌟 I am pleased to announce that the River X team will be participating in the upcoming Sydney City2Surf event! 🏃♂️🏃♀️ Emma Shulton, Ellen Gilbert, Raine Corley, Kenneth Monares, Sean Dessaix, Daniel Phan & Julius Garofali will join me on the run. As a regular participant in fitness and charity events I am thrilled to see the team buying in to our community giving goal by participating in the event. This year, our participation goes beyond the race. We are dedicated to raising much-needed funds for the Starlight Children's Foundation Australia, a remarkable organization committed to brightening the lives of seriously ill children and their families. As a father of two young children this cause resonates with me, every dollar raised goes towards making the life of a child with a serious illness better. When a child is diagnosed with a serious illness, their life can become consumed by treatments and time in hospital, which can be a scary and overwhelming experience. Organisations like Starlight can help make that experience managable through creating moments of happiness everyday in hospitals around the country, what happens in childhood can last a life time. The Starlight Children's Foundation is known for its incredible initiatives, including: Starlight Express Rooms: Fun-filled havens in hospitals where kids can play, learn, and forget about their illness for a while. Captain Starlight: Superheroes who visit hospitals to entertain and uplift children, transforming their hospital experience into a magical adventure. Livewire: Creative programs that connect teens with peers going through similar experiences, providing much-needed support and friendship. Every dollar raised helps bring joy, laughter, and hope to children facing serious health challenges. Your support can make a world of difference. 🌈 👉 How You Can Help: Donate: Every contribution, no matter how small, makes an impact. You can donate here: https://lnkd.in/gyCU2xsf Spread the Word: Share our mission with your network to amplify our efforts. Cheer Us On: Join us on the day of the race to support and motivate our team. Together, let's make a positive impact and help the Starlight Children's Foundation continue its fantastic work. Thank you for your generosity and support! #City2Surf #RiverX #StarlightChildrensFoundation #Fundraising #Community #GivingBack #TeamSpirit