Between Meetings with Matt Heine
101 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 1 ratingIn this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Episodes
Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo
June 10, 2024 21:00 - 37 minutes - 86.7 MBListen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author. Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes. Dean sugges...
Ep 88: Expanding horizons with alternative assets – Lawrence Calcano
May 16, 2024 22:56 - 29 minutes - 68.5 MBHear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees. Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among adviso...
Partnering with purpose to create a better world - Jean Oelwang
April 04, 2024 20:00 - 41 minutes - 95.2 MBListen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world. 20 years on Jean recounts what drew her from telcos into the impact sphere, how she observed and had a few ‘’light bulb’’ moments whilst incubating groups of great leaders, like Nelson Mandella, which became the inspiration to write her book on Part...
Ep 87: Partnering with purpose to create a better world - Jean Oelwang
April 04, 2024 20:00 - 41 minutes - 95.2 MBListen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world. 20 years on Jean recounts what drew her from telcos into the impact sphere, how she observed and had a few ‘’light bulb’’ moments whilst incubating groups of great leaders, like Nelson Mandella, which became the inspiration to write her book on Part...
Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Ray
March 04, 2024 21:00 - 42 minutes - 97.7 MBHear Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations. Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, mul...
Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler
February 06, 2024 20:00 - 33 minutes - 75.7 MBListen to Stephen Scheeler, CEO & Co-Founder of Omniscient Neurotechnology, relate how his corporate career moved to the internet and e-commerce sector, working at Facebook and finally setting up Omniscient, a leader in the field of neurotechnology. Stephen describes how he joined Facebook as one of the "adults" who helped transform the company from cult success into a global powerhouse. He explains how he learned to be a humble, flexible and transparent leader at Facebook, and the prac...
Ep 84: The 2023 roundup episode
January 08, 2024 23:11 - 45 minutes - 103 MBIn this episode, we roundup some of the highlights from our 2023 podcasts, to give you a flavour of each episode and so that you can catch up on what you missed, or find an episode you’d like to hear more of. We cover the best bits from: Ep 83: Ringing in the changes for the financial industry - Marcus Price Ep 82: Achieving the unachievable for financial services - Sarah Abood Ep 81: Raising the voice of the financial sector - Blake Briggs Ep 80: Harnessing the power of ...
Ep 83: Ringing in the changes for the financial industry - Marcus Price
December 06, 2023 03:42 - 24 minutes - 57.2 MBHear Marcus Price, CEO and Managing Director, Iress as he shares his background in banking to building PEXA and what drew him to the investment side of financial services with Iress. Marcus discusses the industry step change he accelerated with data and automation in banking decisions as well as bringing the digitisation of property settlements through PEXA (Property Exchange Australia) to fruition. He expands on the hallmarks of change management, his eye-opening first few days at Ires...
Ep 82: Achieving the unachievable for financial services - Sarah Abood
November 09, 2023 23:42 - 40 minutes - 93.7 MBHear Sarah Abood share her journey into financial services and how she headed the merger of the FPA and AFA to become the CEO of the newly formed FAAA. Sarah discusses how she brought two longstanding organisations together and chats through the process of creating the FAAA brand to represent a united voice for the profession. Sarah relates the FAAA’s involvement with QAR and their focus on the key issues facing consumers and advisers. She mentions the FAAA’s continued support of video S...
Ep 81: Raising the voice of the financial sector - Blake Briggs
September 27, 2023 00:59 - 29 minutes - 67.1 MBListen to Blake Briggs as he shares his diverse career journey through industrial advocacy, superannuation policy and finally to financial services and the FSC. Blake relays the skills, governance processes and overarching consumer lens that assist in creating a unified strong voice for the financial industry through the FSC. He explains how the FSC is engaging a cross-section of licensees, advisers and associations to achieve successful regulatory frameworks and create a healthy sector. Bl...
Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo
August 19, 2023 08:17 - 34 minutes - 79.1 MBHear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He takes a deep dive into the intricacies of tools like ChatGPT and how financial advisers can harness its potential without compromising sensitive data. Kollo throws light on groundbreaking plugins, their pros, pitfalls, and the steps for crafting effect...
Ep 79: Evolving the client value proposition with technology – Matt Heine
July 07, 2023 04:48 - 39 minutes - 91.5 MBIn this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition. Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration...
Ep 78: Empowering students for their financial future - Kendall Flutey
May 23, 2023 22:44 - 30 minutes - 69.1 MBPicking up from episode 35, Kendall Flutey, Co-Founder and CEO of Banqer, now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability that translates into real life. She describes how Banqer has helped to uplift the financial capability of parents, teachers and kids by engaging them on the financial education journey of their children, and relates how the principles of financial li...
Ep 77: Strategic perspectives on scale and independence – Matt Brinker
April 21, 2023 01:58 - 24 minutes - 56.8 MBListen to Matt Brinker, Managing Partner of Merchant Investment Management, share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why he then changed focus from uniformity and scale to celebrating diversity in business structures and individuals with Merchant. Brinker delves into his observations of the success factors of firms that have been able to scale, how digital tools can...
Ep 76: Building a wealth platform to transform lives – Brent Brodeski
March 17, 2023 05:40 - 35 minutes - 81.2 MBHear Brent Brodeski, CEO & Founder, Savant Wealth Management discuss his journey to becoming a successful entrepreneur and leader in the financial industry. Brent shares his personal experiences and how he overcame challenges, made tough decisions, and developed a strong vision for the future of his company. From his early days as a stockbroker to founding Savant Wealth Management, Brodeski shares valuable insights on building a culture of growth, selecting the right partners and staying true...
Ep 75: Talking about a revolution in investing - Jennifer Risher
February 15, 2023 04:33 - 36 minutes - 84.1 MBListen to Jennifer Risher, Author, Speaker and Co-founder of #HalfMyDAF, as she shares her wealth journey from early days at Microsoft and Amazon. Jennifer explains the emotional and sensitive side of money with real life examples of what she terms as 'the embarrassment of riches', a title she almost used for her book, and the isolation that wealth can bring. She unpacks the vital support role her adviser played and why she penned the book, “We need to talk“. Jennifer reveals how peer network...
Ep 74: Customising client experiences and advice with technology – Nathan Fradley
December 20, 2022 18:00 - 37 minutes - 85.8 MBListen to Nathan Fradley, Director of Ethos ESG Australia and Senior Adviser at Tribeca Financial, as he recounts his career journey into ethical advice and why he brought an ESG data and software tool for advisers (Ethos) to Australia. Nathan unpacks the micro and macro impact of financial advisers on society and the economy, and the need to enhance the reputation of the industry for clients and the next generation of advisers. He identifies opportunities in the client experience from a p...
Ep 73: Reconciling profitability with impact investing – Ben Krasnostein
November 21, 2022 06:02 - 35 minutes - 80.3 MBHear Ben Krasnostein, Managing Director of Kilara Capital, trace his career path into the world of impact investing, where he finally began to realise his aspiration to combine profit and purpose and founded Kilara Capital, an investment management business focussed on both impact and commercial returns. Ben unpacks the responsible investment spectrum and the need for taxonomies and standards, decarbonisation companies they currently partner with, and the structural positions they take in ...
Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers
October 19, 2022 03:07 - 31 minutes - 71.5 MBListen to Luke Sayers, Founder & Executive Chairman of Sayers, as he shares the philosophy of Sayers, a fast-growing investment advisory, named LinkedIn Startup of the year 2021. Luke relates how his consulting career path took him from growing up in a small Victorian country town to becoming the youngest managing director at PWC, president of the Carlton Football Club and founder of Sayers. He explains what he means by the “new quo“ and why he believes in not just doing things better but...
Ep 71: The changing face of the wealth industry – Dr. Isaac Poole
September 27, 2022 04:57 - 32 minutes - 75.2 MBHear Dr. Isaac Poole, CIO of Oreana, share how his interest in economics launched a career that took him around the world, spanning government and corporate roles in economic strategy, before finally moving into the wealth profession. Isaac offers guidance for those starting their career and shares the importance of mentoring for the industry as he sees it move to becoming a profession. He discusses key differences between the Hong Kong and Australian markets, the role of investment beliefs ...
Ep 70: The true cost of independent wealth advice – Steve Tucker
August 23, 2022 05:05 - 30 minutes - 70.4 MBListen to Steve Tucker, Chairman & Founding Partner of Koda Capital as he chats through how he became a young CEO of MLC, why he started Koda Capital, the changes he has spearheaded and the future of the finance industry. Steve shares how he began a revolution in the advice industry’s commission trails system and where he sees the industry heading in the next 5 years, with independent advice and the move to becoming a profession. He discusses the philosophy that Koda is built on, why he wa...
Ep 69: Building a wealth business with investment insight – David Wright
July 19, 2022 01:38 - 37 minutes - 86.6 MBHear David Wright, CEO & joint founder of Zenith Investment Partners, as he recounts his 30-year career journey in research and investment analysis, the evolution he has seen in the finance industry and the impetus for starting Zenith over 20 years ago. David shares what he’s learnt from building his own business and why he enjoys the educational aspects of his role the most. He discusses the trend towards outsourcing investments and managed accounts, and expands on some of the challenges...
Ep 68: Curating your client’s best life with wealth technology – Santiago Burridge
June 03, 2022 02:03 - 34 minutes - 79.1 MBListen to Santiago Burridge, CEO & Co-founder of Lumiant, as he takes us through his financial career, the changes he’s seen in the wealth industry, and what led him to start a new tech company mid-career. Santiago discusses why it’s important for advisers to focus on non-financial family members and to understand the role of life goals and values when providing financial advice. He shares the challenges of establishing a tech-start-up, and what he‘s learnt from the US market, in terms of te...
Ep 67: Connecting staff and technology to scale wealth firms – Catherine Robson
May 13, 2022 04:39 - 51 minutes - 70.1 MBHear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business. Catherine reveals the joys and responsibilities of her current roles as non-executive director of Equity Trustees, Greater Bank, and Lumos, as well as the chair of Scale Investors. Reflecting on her path to becoming a non-executive director, Catherine shares her insights as to why not being a s...
Ep 66: The emotional dimension of business and wealth strategy - Kristine Brooks
April 21, 2022 01:32 - 31 minutes - 29 MBListen to Kristine Brooks, Head of Australian Business at Milford, as she recounts her journey from the trading floors of Perth to her position today, helping to lead the specialist investment firm with just under $17bn under management. The combination of Kristine’s competitive nature and emotional intelligence saw her, during her time at Zurich, successfully manage the acquisition of Macquarie and OnePath’s life insurance businesses. In this episode, Kristine shares how her people-centric l...
Ep 65: Utilising governance and tech to scale wealth firms - Jonathan Christie
March 31, 2022 00:09 - 36 minutes - 33.5 MBHear how Jonathan Christie, Managing Director of Oreana Financial Services (Australia), came to create the independent licensee in 2018 and has since overseen its growth from just one client at inception to now having 33 clients and around 3000 advisers under management. Driving their growth has been Jonathan and Oreana’s ability to retain experienced and passionate advisers, as well as their total respect for the power of governance-led strategies, believing that discussions around governanc...
Ep 64: A human approach to risk, technology and wealth - Martin Franc
March 08, 2022 01:16 - 30 minutes - 42.5 MBHear how Martin Franc, CEO of Invesco Australia, accelerated Invesco’s performance – and has overseen their assets under management grow from $1bn to $37bn since joining the company over eight years ago. Martin emphasizes the value of connection in creating deeper client relationships and an internal culture that enables the curiosity required to succeed as an adviser or a manager today. This human-centric approach to investment management has driven Invesco throughout its purchase of Intelli...
Ep 63: Steering family offices through powerful networks - Richard Milroy
February 11, 2022 03:30 - 36 minutes - 50.8 MBListen to Richard Milroy, Executive Director of Private Wealth Network (PWN), an independent membership organisation for high-net-worth individuals and family offices, as he describes the opportunities and challenges of family portfolio management. Richard’s background in events and media adds a new perspective to this complex topic, shedding light on the realities of intergenerational wealth transfer and avenues for better engagement within the family office. He also shares some valuable ins...
Ep 62: Capitalising on data with wealth technology - Paul Campbell
January 11, 2022 01:48 - 36 minutes - 49.9 MBListen to Paul Campbell, Managing Director of Xeppo, as he shares why he founded data and business management platform Xeppo, the important role of data for business efficiency, and how practises can use their data in a more insightful way to unlock opportunities. Paul discusses the structure of advice in the next 3-5 years, common traits of the best firms at tech adoption, how practises can approach their data strategy and what they need to be thinking about as they embark on the next techn...
Ep 61: Talking tech with the founder of SEEK and Square Peg Capital – Paul Bassat
November 19, 2021 01:36 - 39 minutes - 53.8 MBHear Paul Bassat, Co-Founder at Square Peg (ex-CEO of SEEK and AFL Commissioner), in our first ever live podcast, as he shares how he went from being a lawyer to setting up one of the most successful tech companies in Australia. Paul talks through his experience and global perspective on emerging technology, the future of customer experience and early-stage tech investing. He also discusses what motivated him to set up Square Peg Capital, a venture capital fund with a focus on investing in e...
Ep 60: Exploring ESG, impact investing and the megatrend of net zero - Kate Temby
October 27, 2021 23:13 - 36 minutes - 49.9 MBKate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, shares what drew her into finance, the early years of her high-profile role in New York whilst balancing a family, and the traits of her favourite leaders. Kate discusses why she is passionate about ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance, the availability of ESG data and research, and finally how she ended up in Samoa on hit...
Ep 59: Delivering hyper-personalised wealth solutions with technology
October 07, 2021 11:01 - 32 minutes - 44.6 MBGreg Kirk, Executive Chairman of Implemented Portfolios, shares some of his experiences over the last 45 years in the finance industry. We talk about the important leadership traits required during the pandemic, the future of the workplace and the challenges of the digital only world on culture. We also discuss the importance of using technology to deliver hyper-personalised client experiences as well as his involvement with new businesses Creative Mass and Lumient. Importantly we look chat ...
Ep 59: Delivering hyper-personalised wealth solutions with technology - Greg Kirk
October 07, 2021 11:01 - 32 minutes - 44.6 MBGreg Kirk, Executive Chairman of Implemented Portfolios, shares some of his experiences over the last 45 years in the finance industry. We talk about the important leadership traits required during the pandemic, the future of the workplace and the challenges of the digital only world on culture. We also discuss the importance of using technology to deliver hyper-personalised client experiences as well as his involvement with new businesses Creative Mass and Lumient. Importantly, we chat thro...
Ep 58: Navigating a crisis through wealth and wellbeing - Matt Brown
September 14, 2021 02:52 - 38 minutes - 52.4 MBHear from Matt Brown, Executive GM of Australian Unity Advice, as he shares the early years of his career, the circumstances that drew him into financial advice and to his current role at Australian Unity. We chat through the importance of company values, building resilience in his team through tragedy and key findings of the latest Australian Unity Wellbeing Index report. We also discuss why he sees the financial industry as a tremendous investment and career opportunity, as well as how tec...
Ep 57: Technology and the licensee of the future - Neil Younger
August 26, 2021 00:06 - 37 minutes - 51.4 MBNeil Younger, CEO of Fortnum Private Wealth, shares some of the major changes he’s seen in the industry over the last 30 years of his career and the evolution of financial advice business structures and models. We also discuss what the licensee of the future looks like, the benefits and challenges of technology during COVID in the advice relationship, and how Fortnum is using machine learning and AI to help advisers manage their workflows.
Ep 56: Making super work for Australians - Senator Andrew Bragg
August 02, 2021 03:37 - 36 minutes - 66.9 MBSenator Andrew Bragg shares his thoughts on a wide range of topics, including how he took on tech giants Google and Facebook earlier this year, the importance of dynamic policy settings for Australia to be competitive, the need for regulation and consumer protection in cryptocurrency markets, and what we need to do to make super work more effectively for Australians, as detailed in his book ‘Bad Egg: How to Fix Super’.
Ep 55: Benchmarking for success - Sarah Brennan
June 25, 2021 00:09 - 42 minutes - 77.6 MBHear how Sarah Brennan's career went from humble beginnings in a call centre, to setting up her own benchmarking business and then becoming the CEO of Investment Trends. We chat through the changing face of advice business models, the explosion of online broking and what advisers can do to position themselves for millennial markets. We also explore the growing importance of ESG, building trust and what we can learn from overseas.
Ep. 54: Future proofing - the increasing importance of ethical investing – John McMurdo
May 28, 2021 07:50 - 39 minutes - 72 MBJohn unpacks the importance of knowing your ‘why’, his journey into the finance sector, key lessons he’s learnt as a CEO, and some of the innovative things Australian Ethical are doing to future proof themselves. We discuss what he sees as the next big themes for investing and he shares some tips on where advisers can look to self-educate on future trends.
Ep 53: The value of financial advice - Jodie Hampshire
April 30, 2021 05:19 - 41 minutes - 28.7 MBJodie Hampshire, Managing Director, Australia at Russell Investments, shares her journey into the wealth industry, the power of meditation, and the value of having a financial adviser. We discuss the future of advice, creating personalised experiences and the role of women.
Ep 52: Creating a client experience in your advice business - Julie Littlechild
April 09, 2021 02:26 - 32 minutes - 59.3 MBInternationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild shares her research and insights into client engagement. We talk data collection, NPS, client segmentation and the role technology plays in creating a client experience.
Ep 51: Past, present, and future of financial planning technology - Andrew Walsh
March 04, 2021 02:50 - 33 minutes - 62.6 MBAndrew Walsh, Managing Director and CEO of Iress, shares his journey from founding Xplan 20 years ago to becoming the CEO of Iress. Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data. Hear Andrew’s thoughts on the future ‘bionic’ adviser, and how advisers can harness robo-technology to provide an on-demand client experience.
Ep 50: Creating a modern advisory business for today's dynamic economy - Neville Azzopardi
February 03, 2021 01:10 - 37 minutes - 68.5 MBNeville Azzopardi, founding partner and CEO of Sayers Wealth, on the launch of a new wealth management business and challenging the status quo. Listen to Neville discuss the opportunities to bring together a more holistic wealth approach for high net worth individuals (HWNIs), addressing the importance of family, the multi-generational family business, technology and the changing face of philanthropy.
Ep 49: Creating a healthy workplace - Damien Mu
December 02, 2020 04:08 - 37 minutes - 20.6 MBHear how Damien Mu went from working in the mailroom to be the CEO of AIA Australia and New Zealand, one of the countries largest life insurers. He also shares how he has built a purpose-led organisation and what workplaces should consider to support mental and physical wellbeing.
Ep 48: Collaborating with the media - Michelle Baltazar
November 05, 2020 03:42 - 35 minutes - 27.7 MB"What I've found in the last 12 months of working with the Money team is that there's absolute demand out there for good content around finance and steps towards building your wealth." Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, joins the podcast to share her advice for wealth management professionals wanting to contribute and be heard in the media. Michelle also discusses some of the major trends she's coveri...
Ep 47: The expanding role of financial advisers - Clayton Daniel
October 22, 2020 04:30 - 46 minutes - 36.6 MB"As the role of the adviser expands, the previous work and the previous roles are not diminishing, it's just additional work is being done." Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to managing an online community for financial advisers. Clayton also discusses some of the trends he's seeing in this community including the expanding role of advisers, and ...
Ep 46: Exploring the qualities of successful leaders - Brett Kelly
October 07, 2020 03:49 - 48 minutes - 27.4 MBHear how Brett Kelly, founder and CEO of Kelly Partners, got to speak to some of the most influential Australians at the age of 22 and how this inspired him to create his own business. In this fascinating episode, Brett also explores what he’s learnt about people management from some of the world’s best leaders and how he maintains a passion for his work.
Ep 46: Exploring the traits of successful leaders - Brett Kelly
October 07, 2020 03:49Hear how Brett Kelly, founder and CEO of Kelly Partners, got to speak to some of the most influential Australians at the age of 22 and how this inspired him to create his own business. In this fascinating episode, Brett also explores what he’s learnt about people management from some of the world’s best leaders and how he maintains a passion for his work.
Ep 45: AdviceTech Leaders Series - Fraser Jack, Advice Intelligence
September 22, 2020 22:53 - 33 minutes - 60.8 MBFraser Jack, Head of Partnerships at Advice Intelligence chats to Matt about how advice firms can start their own podcast, how you can build more in-depth relationships with your clients through goals-based advice and what the future of advice might look like, and the technology to enable it.
AdviceTech Leaders Series - Fraser Jack, Advice Intelligence
September 22, 2020 22:53 - 33 minutes - 60.8 MBFraser Jack, Head of Partnerships at Advice Intelligence chats to Matt about how advice firms can start their own podcast, how you can build more in-depth relationships with your clients through goals-based advice and what the future of advice might look like, and the technology to enable it.
AdviceTech Leaders Series - Shane Nicholas, Innate Wealth
September 10, 2020 06:52 - 22 minutes - 21 MBShane Nicholas, Director & Financial Adviser at Innate Wealth chats to Matt about his balanced approach to selecting the right AdviceTech to meet the needs of his firm, key learnings from being an early adopter of Xeppo and what advice he can give firms who are starting their AdviceTech journey.