Between Meetings with Matt Heine
Join Matt as he chats to industry professionals and thought leaders.
In this podcast series Matt Heine, Chief Executive Officer & 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.
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Just released
Ep 107: Behavioural finance, family offices & the future of advice
Prof. Lauren Cohen, Harvard Business School
Join Matt Heine as he sits down with Professor Lauren Cohen, Harvard Business School, to discuss the evolution of family offices, innovation in wealth management, and the impact of technology and AI on the financial advice industry. Lauren shares global insights on behavioural finance, intergenerational wealth, and the challenges and opportunities facing advisers and clients as the industry adapts to new technologies and shifting client expectations.
Recent episodes
Ep 106: The insights powering advice in the year ahead
This special episode features key moments from Between Meetings in 2025. It highlights conversations with leading voices in advice, technology, and research, covering AI, client engagement, firm culture, simplicity, growth and more. This episode offers a concise year-in-review and a forward-looking view on what advice firms should consider as we enter 2026.
Ep 105: Breaking growth barriers in advice
In this episode, Eliza De Pardo, founder of De Pardo Consulting, talks about the challenges and opportunities for advice firms in the US and Australia. Eliza shares insights on strategic growth, marketing, technology adoption, and her new online course aimed at helping emerging firms overcome growth barriers and scale effectively.
Ep 104: Innovation through simplicity
In this episode, Alex Zaccaria, Co-Founder and CEO of Linktree - the platform that defined the “link in bio” category - shares his journey from running a digital agency in Melbourne to building a global SaaS business with 90 million users.
Alex talks about the importance of simplicity in design, and the lessons learned during rapid growth. He also explores resilience through crises, building trust at scale, and how AI is transforming modern business.
Ep 103: Curating a competitive edge with culture
In this episode, Michael Goodman, President of Wealthstream Advisors Inc., discusses how he built his firm from scratch into a $1.7 billion practice serving more than 400 families with a culture recognised as a “Best Place to Work.”
Michael explains why process, technology and recruiting for the right people are key to scaling sustainably, and offers insights into ownership succession and private equity trends.
Ep 102: Simplifying technology and processes to scale firms
In this episode, Danni Le Grande, Head of IFA Consulting at Finura Group, shares why simplifying processes (not chasing shiny new tech) is the key to scaling advice firms.
Danni explores the evolution of advice technology, the hidden costs of inefficiency, tech fatigue, and why people‑first change management matters. For anyone looking to cut through complexity and future‑proof their business.
Ep 101: Supercharging self-licensed firms
In this episode, Kon Costas, Managing Director of The Principals' Community shares his journey from the early days at Westpac to leading one of the most influential self-licensed adviser communities in Australia.
Kon shares why leadership, culture and community matter - with practical insights on M&A, adviser growth and building resilient firms. Listen now and learn practical insights to grow your firm.
Ep 100: Crafting a 25-year overnight success
For our 100th episode, Matt Heine sits down with someone who’s been there from the very beginning- his father and Netwealth’s founder, Michael Heine.
From escaping wartime Germany to building one of Australia’s most successful wealth platforms, Michael shares a sweeping story of family legacy, risk, resilience, and reinvention. Hear first-hand how his father, a stateless prisoner of war, became a global trader and set Michael’s course to becoming a media mogul, mortgage innovator and tech entrepreneur. This is more than just business advice—it's a history lesson in leadership, timing, and staying the course when everything says to turn back.
Ep 99: Scaling advice with AI and avatars
In this episode, Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, outlines his journey from law to financial advice, revealing how his legal background shaped a preventative, client-first mindset.
Dan champions simplicity in investing and introduces the neuroscience-informed “Solin process” to build trust with clients. He explains why listening is the real competitive edge and how AI and avatars can scale personalisation. Dan critiques outdated asset-based fees and advocates for fairer, fixed models. Finally, he affirms that while tech will evolve, the human touch remains vital in delivering meaningful financial advice in Australia’s changing landscape.
Ep 98: Decoding wealth with data
In this episode, Matt Heine chats with Andrew Inwood, Global CEO of CoreData, about the evolving landscape of financial services.
Andrew shares insights on the importance of financial literacy, the impact of intergenerational wealth transfer, and the role of financial planners in modern Australia. They discuss how technology and data are transforming the industry, and the challenges and opportunities that lie ahead. Andrew also highlights the significance of building strong client relationships and the need for scalable solutions in financial planning.
Ep 97: Building a thriving community of advice professionals
In this episode, Clayton Daniel, CEO of Ensombl, discusses the evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals.
Clayton shares insights on their growth, challenges, and mission to drive the positive evolution of financial advice. He delves into creating an agile workplace, leveraging AI for efficiency, and the role of community in professional development. He talks about moderation in maintaining a healthy community, ensuring advisers stay ahead in their field.
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