Between Meetings
with Matt Heine

A podcast series with business leaders

In this podcast series Matt Heine, Joint 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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(Latest) Ep 40: Communicating your adviser alpha

Carl Richards - Creator - The Sketch Guy

Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards -  author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.

Read the transcript

Don't miss an episode by subscribing to Between Meetings:

 

All episodes:

Ep 40: Communicating your adviser alpha - Carl Richards
Ep 39: Advancing the financial advice industry - Matthew Rowe
Ep 38: Evolving risk-profiling and adopting goals-based advice - Wade Matterson
Ep 37: Shaping team culture and the real value of financial advice - Alva Devoy
Ep 36: What makes an attractive advice firm? - Paul Barrett
Ep 35: Improving the financial capability of young Australians - Kendall Flutey
Ep 34: The changing market of financial advice - Mark Hoven
Ep 33: The future direction of financial advice platforms - Michael Blomfield
Ep 32: Managing culture, clients and technology - Andrew Rutherford
Ep 31: Adapting to remote working - Ray Djani
Ep 30: The essential ingredients for success - Grant Hackett OAM
Ep 29: Industry trends financial advisers should know - Andrew Inwood
Ep 28: The future of portfolio construction - Charlie Haynes
Ep 27: Lessons in leadership, management and family advisory - David Smorgon
Ep 26: Hiring the next generation of advisers - Alisdair Barr
Ep 25: How advice documents are evolving with AI and lessons from an entrepreneur - Joel Robbie
Ep 24: How to communicate your value effectively - Kim Payne
Ep 23: Starting your own business - Paul Heath
Ep 22: Communicating effectively with clients - Scott West
Ep 21: The future of ESG and impact investing - Richard Brandweiner
Ep 20: Bringing private equity to investors - Russell Pillemer
Ep 19: LICs, franking credits and philanthropy - Geoff Wilson
Ep 18: Why education standards matter - Dante de Gori
Ep 17: Building a culture of success - Jeremy Duffield
Ep 16: Why financial advisers are embracing ETFs - Alex Vynokur
Ep 15: Improving your productivity - Vanessa Bennett
Ep 14: Why advice businesses should have a strategic plan - Brad Fox
Ep 13: The role of the media - Aleks Vickovich
Ep 12: RegTech: Enabling better compliance, faster - Samantha Clarke
Ep 11: Improving adviser efficiency with AI - Joel Robbie
Ep 10: Bringing financial advice to more Australians - Hon. Bernie Ripoll
Ep 9: Getting your business focus right - Michael Harrison & Rob Jones
Ep 8: What's your rating? - Angus Woods & Mark Hoven
Ep 7: AI Investing - The future is here - Jason Winderbaum
Ep 6: Managing your brand reputation - Julie Bennett & Fiona Harris
Ep 5: Harnessing technology as a point of difference - Chris Ridd
Ep 4: Why it's important to not get complacent after success - Oliver Hesketh
Ep 3: How to better create value for your clients - Siva Sivakumaran
Ep 2: Improve your business's digital user experience - Tim Kotsiakos
Ep 1: Capitalising on the growing demand for financial advice - Recep Peker
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Episode 1: Capitalising on the growing demand for financial advice

Recep Peker - Research Director - Investment Trends

Despite the growing demand for financial advice, fewer planners are reporting growth and practice profitability. Recep Peker, Research Director at Investment Trends, discusses some potential reasons for this and what opportunities exist for advisers to efficiently scale their business.

Episode 2: How to improve your business's digital user experience

Tim Kotsiakos - Creative Director & Founder - MASS

Are your practice's digital and physical experiences aligned? Listen to Tim Kotsiakos, Founder and Creative Director at MASS on the importance of having a consistent digital user experience for your business and what can be implemented to get your innovations to market quicker with best practices such as design thinking and customer experience design.

Episode 3: How to better create value for clients

Siva Sivakumaran - Managing Director, Adviser & Intermediary Solutions - Russell Investments

With advisers still feeling the fallout from the FOFA reforms and the continual improvements in technology and increased competition - who is going to succeed in this new world? Siva Sivakumaran, Managing Director of Adviser & Intermediary Solutions at Russell Investments, joins Matt to chat about the challenge advisers now face when it comes to creating value for clients as well as what they can do to better service mum and dad investors.

Episode 4: Why it's important not to get complacent after success

Oliver Hesketh - Head of NMG’s Management Consulting practice

In this episode we discuss why it's important to not get complacent after a period of success, the growth of ETFs and if advisers should be concerned or excited about the growth of robo-advice with Oliver Hesketh, head of NMG’s Management Consulting practice (formally Tria Investment Partners).

Episode 5: Harnessing technology as a point of difference

Chris Ridd - CEO - My Prosperity

Hear why advisers should be embracing technology to take advantage of their data set and improve client engagement from Chris Ridd, CEO of My Prosperity. Chris and Matt also explore how advisers can evaluate new technology to make sure it fits their ecosystem.

Episode 6: Managing your brand reputation

Julie Bennett and Fiona Harris - Public Relations - 64 Media

The media is a powerful tool to bring advice to everyone and establish yourself as a thought leader - but how do you make yourself heard? Learn how to become more involved with the media and what you should be doing to manage your brands reputation in the public eye, with Julie Bennett and Fiona Harris from financial services public relations company 64 Media.

Episode 7: AI Investing - The future is here

Jason Winderbaum - Regional head of Australia - Sanlam Private Wealth

Take a deep dive into the impact artificial intelligence (AI) investing is having on the wealth industry here and overseas. Jason Winderbaum, Sanlam Private Wealth's regional head of Australia, joins Matt to discuss how Sanlam are embracing this technology and if there will still be a role for emotional intelligence in advice.

Episode 8: What's your rating?

Angus Woods and Mark Hoven - Adviser Ratings

The 2018 Netwealth AdviceTech report reveals that less than 30% of advice businesses are using tools to capture feedback from their clients. Angus Woods and Mark Hoven from Adviser Ratings get behind the mic with Matt to discuss how consumer feedback tools may help advisers and their practice better engage with their clients, improve their service and win new customers.

Episode 9: Getting your business focus right

Michael Harrison and Rob Jones - Peloton Partners

What is your advice worth? Michael Harrison and Rob Jones from Peloton Partners discuss the challenge and importance of truly understanding your business and how to effectively value your offering. Plus they share why more advice practices and advisers need to be proactive with technology if they wish to thrive.

Episode 10: Bringing financial advice to more Australians

Hon. Bernie Ripoll - Director - Map My Plan

The Hon. Bernie Ripoll, a.k.a the Father of FOFA and director of Map My Plan, believes every Australian should have a financial plan and chats with Matt about how technology can help advisers make this a reality. In this episode, Bernie also reflects on the Future of Financial Advice reforms and shares his views on the Royal Commission.

Episode 11: Improving adviser efficiency with AI

Joel Robbie - Co-founder & CEO - Nod

Find out how artificial intelligence is transforming the SOA production and removing the manual work involved in delivering advice, from Joel Robbie the co-founder and CEO of Nod. Joel also speaks about his journey into this technology, sharing the story of his fintech start-up and the important lessons learnt as an entrepreneur.

Episode 12: RegTech: Enabling better compliance, faster

Samantha Clarke - CEO - Advice RegTech

RegTech is looking to revolutionise compliance in the financial advice industry. Samantha Clarke, CEO of Advice RegTech, discusses how an adviser can implement RegTech in their practice to enable them to meet their compliance obligations quickly and efficiently.

Episode 13: The role of the media

Aleks Vickovich - Digital Editor - Your Money

Aleks Vickovich, digital editor of Your Money, joins Matt to discuss the changes he's seen in financial advice, gaps in the market he believes haven't adequately been filled, and what Australian advisers can learn from their American peers - based on his six years covering the industry at Momentum Media.

Episode 14: Why advice businesses should have a strategic plan

Brad Fox - Founder - SmartBrave Consulting

With all the change impacting the industry, it's now more important than ever to future-proof your business. Hear why you should create a strategic plan to truly understand the industry environment, your competitive advantages, and stakeholders, from Brad Fox, founder of SmartBrave Consulting and former AFA President. 

Episode 15: Improving your productivity

Vanessa Bennett - CEO & Co-Founder - Next Evolution Performance

Discover strategies to make the most of your time and energy with Vanessa Bennett, CEO of Next-Evolution Performance, as she joins the show to discuss how financial advisers can achieve peak performance. Vanessa also explains the power of a positive mindset and the value of having effective people systems. 

Episode 16: Why financial advisers are embracing ETFs

Alex Vynokur - CEO & Co-Founder - Betashares

The low-cost and transparent nature of Exchange Traded Funds (ETFs) have seen their adoption rate accelerate among Australian advisers in light of the FOFA reforms. Alex Vynokur, co-founder and CEO of Betashares, discusses how ETFs are evolving and the lessons he has learnt from starting-up and managing ETF provider Betashares.

Episode 17: Building a culture of success

Jeremy Duffield - CEO & Founder - SuperEd

Explore how Jeremy Duffield, CEO and founder of SuperEd, established Vanguard as a major force in the Australian wealth industry during his time as managing director. He delves into how he fostered a successful organisational culture during his 20 years in that role and also shares his thoughts on how technology can help achieve better retirement outcomes.

Episode 18: Why education standards matter

Dante de Gori - CEO - Financial Planning Association of Australia (FPA)

Dante de Gori, CEO of the Financial Planning Association of Australia, joins Matt to discuss the benefits of greater education for advisers and what impact this will have on attracting the next generation into the industry. Dante also shares his experience of being in the box at the Royal Commission and what the future holds for the FPA.

Episode 19: LICs, franking credits and philanthropy

Geoff Wilson - Chairman and CIO - Wilson Asset Management

Hear from a pioneer of the Australian LIC industry as Geoff Wilson, Chairman & CIO of Wilson Asset Management, joins Matt to share his story of how he helped popularise this investment vehicle and built a successful funds management company. Geoff also shares why he is opposed to Labor's proposed franking credit changes and his philanthropic initiatives that have seen over $10 million raised for charity.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 20: Bringing private equity to investors

Russell Pillemer - Founder and CEO - Pengana Capital

Learn the benefits of private equity and how it is becoming more accessible for investors with Russell Pillemer, CEO of Pengana Capital. Russell also shares his experiences from working in New York to founding and growing his funds management group into a success, and what it was like partnering with former Prime Minister Malcolm Turnbull.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 21: The future of ESG and impact investing

Richard Brandweiner - CEO - Pendal Australia

With responsible investing continuing to rise in popularity and importance among investors, Richard Brandweiner - CEO of Pendal Australia, joins Matt to discuss the impact it is having on the investing landscape.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 22: Communicating effectively with clients

Scott West - Head of Invesco Consulting

Find out why the words that you use matter as Scott West, head of Invesco Consulting, joins the show to share simple communication tips that can enhance the relationships with your clients.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 23: Starting your own business

Paul Heath - CEO & Co-founder - Koda Capital

After rising to CEO of JBWere, Paul Heath, Co-Founder and CEO of Koda Capital, made the decision to leave and start his own business from scratch. In this episode Paul shares his motivation for co-founding Koda Capital and the lessons he learnt during his career in financial advice that helped to make it a success.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 24: How to articulate your value effectively

Kim Payne - Managing Director - 9rok Consulting

To succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend. Kim Payne, managing director of 9rok Consulting, discusses how to effectively communicate the value you provide and she shares marketing strategies to get your message heard.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 25: How advice documents are evolving with AI and lessons from a successful entrepreneur

Joel Robbie - Founder - Nod

Discover how financial advice documents are evolving with AdviceTech such as Artificial Intelligence (AI) and machine learning from Joel Robbie, CEO and founder of Nod. He also discusses his start-up journey, and the key lessons learnt along the way, as well and the impact he believes robo-advice will have on the industry and advisers.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 26:  Hiring the next generation of advisers 

Alisdair Barr - Founder - Striver

Make your next hire a good one by learning what to look for in the next generation of aspiring advisers from Alisdair Barr, founder of Striver, a recruitment service that links advice firms with quality university graduates. Also explore the small business lessons he's learnt during his diverse career in the industry, as he takes us through his journey that begins as a paraplanner, to working for a major bank, to starting his own business.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 27: Lessons in leadership, management and family advisory

David Smorgon OAM - CEO - Pointmade

David Smorgon OAM, CEO of Pointmade, shares his learnings in leadership, values and family business succession from his journey with Smorgon Consolidated Industries, his experiences with family-owned companies and saving the Western Bulldogs football club.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 28: The future of portfolio construction

Charlie Haynes - CEO - Lonsec

It's never been more important for financial advisers to have a clear and quality investment philosophy for their clients. Charlie Haynes, CEO of Lonsec, discusses how managed accounts and investment research is evolving and the portfolio construction benefits they are bringing advisers and investors.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

(Latest) Episode 29: Industry trends financial advisers should know

Andrew Inwood - Principal - CoreData

Discover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData, as he shares his team's latest research. Andrew discusses what advisers should be doing to succeed in this changing environment, how industry funds are trying to better understand their customers, what high net worth individuals want help with, and learnings from the UK and US advice experience.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Episode 30: The essential ingredients for success

Grant Hackett - CEO - Generation Life

Three-time Olympic gold medallist and CEO of Generation Life, Grant Hackett, shares the lessons he learnt during his sporting career that have influenced his successes outside the pool and in the financial services industry. In this episode, Grant also explores the role investment bonds can play as a tax-effective investment solution.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Soundcloud or Stitcher.

Ep 31: COVID-19 special - Adapting to remote working - Ray Djani

Ray Djani - Managing Director - Cardena Private Wealth

Matt chats with Ray Djani, Managing Director of advice firm Cardena Private Wealth, and an early adopter of remote working. Uncovering what Cardena Private Wealth has done to successfully adapt to this new way of working, Ray discusses the technology his team have found valuable, their experience with managed accounts during the market downturn, and their plans for overcoming some of the challenges advisers may face including maintaining team morale and navigating the end of the financial year.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 32: COVID-19 special - Managing culture, clients and technology - Andrew Rutherford

Andrew Rutherford - Founding Partner and Chief Operating Officer - Koda Capital

With the majority of the advice industry working virtually, discover innovative ways that can help you to maintain meaningful client relationships and keep your team motivated from Andrew Rutherford, COO at Koda Capital. As well as sharing how Koda Capital is managing this new way of working, including virtual yoga classes for clients, Andrew also discusses the technology he is enjoying and what he looked for when deciding upon a new CRM.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 33: The future direction of financial advice platforms

Michael Blomfield - CEO - Investment Trends

Michael Blomfield, CEO of leading wealth management research firm Investment Trends, joins to share what direction platforms may take based on insights from financial advisers. Being no stranger to financial services, Michael also delves into his long and successful background - including how he helped to make CommSec a dominant industry-leader, how he built strong relationships in Asia and his views on the future of financial advice and robo-solutions.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 34: The changing market of financial advice

Mark Hoven - CEO - Adviser Ratings

Hear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 35: Improving the financial capability of young Australians

Kendall Flutey - CEO & Co-founder - Banqer

Hear from Kendall Flutey, Co-founder and CEO of Banqer, shares her motivation for starting an online financial education platform for kids, insights into life as a start-up, and tips and advice for advisers and parents wanting to improve the financial capability of young Australians.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 36: What makes an attractive advice firm?

Paul Barrett - CEO - AZ NGA

How does someone go from sewing skirts in Japan to acquiring over 60 financial advice and accounting firms? Paul Barrett, CEO of AZ NGA, shares his fascinating career journey and gives insights into what he believes makes a great financial advice practice for investment and what we can learn from brewing beer.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 37: Shaping team culture and the real value of financial advice

Alva Devoy - Managing Director - Fidelity International

Explore some of the not so obvious benefits of advice and learn why more Australians aren’t seeking assistance with their wealth from Alva Devoy, managing director of Fidelity International. Alva also shares how she went from PHD in genetics to leading one of the country’s largest asset managers, and the lessons she has learnt in shaping the culture and values of her team.

Read the transcript

You can also listen to this episode on iTunes, Spotify, Google podcasts or Stitcher.

Ep 38: Evolving risk-profiling and adopting goals-based advice

Wade Matterson - Managing Director - Milliman Australia

Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients from Wade Matterson, Actuary and Managing Director of research and consulting firm Milliman Australia. Wade also discusses adopting goals-based planning and the role robo-advice can play in providing clients with richer analytics..

Read the transcript

Don't miss an episode by subscribing to Between Meetings:

 

Ep 39: Advancing the financial advice industry

Matthew Rowe - Managing Director - CountPlus

Hear about what the future model of advice could look like from Matthew Rowe, CEO and Managing Director of CountPlus. Matthew also shares some of the important lessons in leadership he's learnt during a career that has included starting his own business, chairing the FPA, attending Harvard Business School and now helping advice and accounting firms with their long-term success.

Read the transcript

Don't miss an episode by subscribing to Between Meetings:

 

Ep 40: Communicating your adviser alpha

Carl Richards - Creator - The Sketch Guy

Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards -  author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.

Read the transcript

Don't miss an episode by subscribing to Between Meetings:

 

Don't forget to subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.

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