Between Meetings with Matt Heine

In this podcast series Matt Heine, CEO & Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.

Ep 96: Engaging the next generation on their finances 02/18/2025

Ep 95: The 2024 roundup episode 01/22/2025

Ep 94: Embracing play at work to innovate and collaborate – Tane Hunter & Dara Simkin 10/30/2024

Ep 93: Keeping wealth and succession in the family - Philip Pryor 10/01/2024

Ep 92: Optimising advice firms for business efficiency - Sue Viskovic 09/03/2024

Ep 91: Growing the licensee of the future - Hugh Humphrey 08/07/2024

Ep 90: Building bonds in the financial sector - Danielle Press 07/10/2024

Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo 06/10/2024

Ep 88: Expanding horizons with alternative assets – Lawrence Calcano 05/16/2024

Ep 87: Partnering with purpose to create a better world - Jean Oelwang 04/04/2024

Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey 03/04/2024

Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler 02/06/2024

Ep 84: The 2023 roundup episode 01/08/2024

Ep 83: Ringing in the changes for the financial industry - Marcus Price 12/06/2023

Ep 82: Achieving the unachievable for financial services - Sarah Abood 11/09/2023

Ep 81: Raising the voice of the financial sector - Blake Briggs 09/27/2023

Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo 08/19/2023

Ep 79: Evolving the client value proposition with technology – Matt Heine 07/07/2023

Ep 78: Empowering students for their financial future - Kendall Flutey 05/23/2023

Ep 77: Strategic perspectives on scale and independence – Matt Brinker 04/21/2023

Ep 76: Building a wealth platform to transform lives – Brent Brodeski 03/17/2023

Ep 75: Talking about a revolution in investing - Jennifer Risher 02/15/2023

Ep 74: Customising client experiences and advice with technology – Nathan Fradley 12/20/2022

Ep 73: Reconciling profitability with impact investing – Ben Krasnostein 11/21/2022

Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers 10/19/2022

Ep 71: The changing face of the wealth industry – Dr. Isaac Poole 09/27/2022

Ep 70: The true cost of independent wealth advice – Steve Tucker 08/23/2022

Ep 69: Building a wealth business with investment insight – David Wright 07/19/2022

Ep 68: Curating your client’s best life with wealth technology – Santiago Burridge 06/03/2022

Ep 67: Connecting staff and technology to scale wealth firms – Catherine Robson 05/13/2022