Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Planner | Jacksons Wealth Management
Between Meetings with Matt Heine
Release Date: 07/08/2026
Ep 109: Building an advice business through content - Pete Matthew, CEO & Chartered Financial Planner | Jacksons Wealth Management
Between Meetings with Matt Heine
In this episode of Between Meetings, Matt Heine is joined by CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a key source of qualified client demand, and why transparency and depth in content naturally filters for the right clients. They also discuss structural challenges in the advice industry, including the ongoing advice gap, declining adviser numbers, and increasing reliance on...
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Ep 108: What “good” really looks like in advice businesses – Sharon McClafferty, Slipstream Group
Between Meetings with Matt Heine
Slipstream Group founder & CEO Sharon McClafferty joins Matt Heine to unpack what “good” really looks like inside advice businesses. Drawing on years of hands‑on work with practices of varying size, Sharon explains the three systems she sees consistently in high‑performing firms: clarity on ideal clients, the ability to articulate and price value, and effective delegation of work. The discussion also covers adviser burnout, margin expectations, succession challenges and how AI and offshoring are changing the way work gets done. A practical conversation for advisers and practice...
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Ep 107: Behavioural finance, family offices & the future of advice – Prof. Lauren Cohen, Harvard Business School
Between Meetings with Matt Heine
In this episode of Between Meetings, Matt Heine welcomes Professor Lauren Cohen, specialised in behavioural finance and innovation at Harvard Business School. They explore the rise of family offices, the intersection of technology and advice, and how generational shifts are reshaping wealth management. Lauren offers practical advice for advisers and institutions navigating change, and shares stories from his research and work with leading global families and fintechs.
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Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Between Meetings with Matt Heine
To kick off the new year, this special roundup episode reflects on themes shaping the advice profession as we enter 2026. Drawing on key conversations from 2025, it revisits ideas that resonated most, including AI, client engagement, firm culture, simplicity, growth and more. It offers a concise year-in-review and a forward-looking view on what advice firms should consider in the year ahead; also provides a thought-provoking snapshot of the profession's direction and what it takes to stay ahead.
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Ep 105: Breaking growth barriers in advice – Eliza De Pardo, Founder, De Pardo Consulting
Between Meetings with Matt Heine
In this episode, Matt Heine sits down Eliza De Pardo, a leading consultant to wealth management firms. They explore the differences between the US and Australian advice markets, the key ingredients for firm success, and how technology and marketing are reshaping client growth. Eliza discusses her journey, the importance of strategic leadership, and her new online course, Ignition, aimed at helping firms under $250 million in assets achieve sustainable growth. Check out below information on the Ignition Program: IGNITION: From Practice to Powerhouse Launches January 5th, 2026! The first...
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Ep 104: Innovation through simplicity - Alex Zaccaria, Co-Founder and CEO, Linktree
Between Meetings with Matt Heine
In this episode, Matt Heine sits down with Alex Zaccaria, Co-Founder and CEO of Linktree, to explore how a simple idea became a global digital identity platform. Alex discusses Linktree’s early days in the music industry, its explosive user growth, and the challenges of scaling a tech company through rapid change. He shares insights into leading through crises, balancing simplicity with innovation, and why customer obsession has been key to Linktree’s success. They also delve into AI transformation - how Alex is rewiring his business with “AI factories,” empowering teams through...
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Ep 103: Curating a competitive edge with culture - Michael Goodman, President, Wealthstream Advisors Inc.
Between Meetings with Matt Heine
Matt Heine welcomes Michael Goodman, President of Wealthstream Advisors Inc., for an in-depth conversation on building and scaling a successful advice firm, recognised as a “Best Place to Work.” Based in Manhattan, Michael reflects on his 29 year journey - from starting the practice solo to managing $1.7 billion in AUM with a 23-person team. He discusses the power of process, workflows and capacity planning, why culture has been his greatest differentiator, and how he has created a widely respected ownership model for staff. They also explore U.S. industry trends including private equity...
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Ep 102: Simplifying technology and processes to scale firms-Danni Le Grande
Between Meetings with Matt Heine
Matt Heine chats with Danni Le Grande, Head of IFA Consulting at Finura Group, one of Australia’s leading technology consultants for advice firms. With a career spanning licensees, funds management, advice practices, and tech consulting, Danni explains why tech fatigue is real, and how firms can simplify processes to drive better outcomes for clients and teams. They unpack why most tech change fails, the importance of people-first adoption, and how firms can turn technology from a cost into a strategic enabler. Danni also shares insights on data governance, AI in advice, and how the best...
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Ep 101: Supercharging self-licensed firms - Kon Costas
Between Meetings with Matt Heine
Matt Heine welcomes Kon Costas, Managing Director of The Principals' Community, for a wide-ranging chat on the future of financial advice. With decades of leadership experience across Westpac, BT and now a national self-licensed adviser network, Kon offers powerful insights on what makes businesses grow, merge successfully, and remain resilient. They discuss trusted leadership, why self-licensing is rising, and how cultural alignment is key to any successful M&A deal. Kon also shares how his team supports 135 advice firms and 1,300+ advisers through governance, CPD and peer-driven growth....
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Ep 100: Crafting a 25-year overnight success - Michael Heine
Between Meetings with Matt Heine
In our milestone 100th episode, Matt Heine interviews his father and founder of Netwealth, Michael Heine, in a rare and wide-ranging conversation spanning decades of business lessons and life experience. Michael recounts how his father arrived in Australia as a stateless prisoner of war with nothing and built a global trading empire. From trading and media to funds management and eventually founding Netwealth, Michael’s journey is packed with high-risk plays, hard-won insights, and moments of extraordinary resilience. This is a deeply personal and professional story about legacy, timing,...
info_outlineIn this episode of Between Meetings, Matt Heine is joined by Jacksons Wealth Management CEO Pete Matthew. Pete is a UK-based chartered financial planner, podcaster and YouTuber, who has built a successful advice business by combining traditional planning with long-term content creation. Pete shares how his YouTube and podcast channels grew into a key source of qualified client demand, and why transparency and depth in content naturally filters for the right clients.
They also discuss structural challenges in the advice industry, including the ongoing advice gap, declining adviser numbers, and increasing reliance on technology and AI. Pete outlines his approach to client selection, scaling engagement through digital channels, and embedding a four-day working week without reducing performance; offering practical insights for advisers looking to evolve their model.
Explore more from Pete at Meaningful Money and Jacksons.